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Invite Privacy Controls

Learn how to control access to specific Invites using Invite Privacy Controls. This feature lets you restrict who can view sensitive borrower information, supporting data governance requirements across your organization.

If your Fileinvite Login URL ends in fileinvite.com, please use this knowledge base instead.

Privacy Levels

FileInvite offers three privacy levels for each Invite:

Privacy Level Who Can Access
Your Company Name All users in your Company account
Team Only members of the assigned team
Restricted Only users explicitly added via the Invite sidebar (Point of Contact, Assignee, Watchers)

Screenshot 2026-03-09 182319

Setting Privacy on an Invite

  1. Open the Invite you want to modify
  2. Click the Privacy button near the top of the Invite view
  3. In the Invite Privacy modal, open the Access Level dropdown under General Access
  4. Select your desired privacy level:
    • Your Company — visible to all users in your account
    • Your Teams — visible only to members of the assigned team
    • Restricted — visible only to users explicitly assigned via the sidebar
  5. Click Save Changes

Note: Users assigned via the sidebar fields (Point of Contact, Assignee, Watchers) are automatically listed under Current Access and retain access in line with the selected privacy level.

What Happens with Restricted Invites

  • Invites a user doesn't have access to are hidden from their Manage Invites view
  • Users who attempt to access a restricted Invite via direct link see a "not shared with you" page displaying the creator's contact information
  • All privacy and sharing changes are tracked in the Activity Log for auditability

Account-Level Privacy Settings

Administrators can configure default privacy settings for the entire account, including which privacy options are available to users and the default level applied to new Invites.

Steps to configure account-level settings:

  1. Navigate to Settings > Invite Privacy
  2. Under Available Privacy Options, check or uncheck the privacy levels you want users to be able to select
  3. Under Default Privacy Settings, select the privacy level that will be pre-selected when users create new Invites
  4. Your changes are saved automatically

Screenshot 2026-03-09 182423

 

Important Notes:

  • Existing Invites maintain their current sharing settings unless you disable an option
  • Users can change sharing settings for individual Invites if multiple options are available
  • Admins can add themselves to see all Invites

 

Auditing Privacy Changes

All changes to Invite privacy are recorded in the Activity Log, including who made the change, when it was made, and the previous and new privacy levels.

💡 Best Practice: Use Restricted privacy for Invites containing highly sensitive borrower information—such as financial statements or tax documents—that should only be visible to the directly assigned loan officer.

🎉 You're all set! Invite Privacy Controls give you precise control over who can access sensitive borrower information across your organization. 🎉