Team member: Can I invite a policyholder to a project?

Updated by Jennifer B.

Only the primary contact can invite a policyholder to participate in a project. If you are the project's primary contact, please see How do I invite a policyholder to a project? in the Primary Contact section of this help.

For a brief overview on inviting a policyholder to a project, watch Inviting the Customer video tutorial.


How Did We Do?