Privacy Controls & Invite Permissions

Use invite privacy controls when you need to:

Each invite can be set to one of three privacy levels:

Open any invite (new or existing)
Click the Privacy button at the top of the invite
Select your desired privacy level:
- Restricted: Manually add individual users who should have access
- Team: Select which teams should have access
- Account-wide: All account users can view
Click Save

Users automatically receive access to an invite when they're added to these sidebar fields:

This ensures anyone working on the invite can access it without manual sharing adjustments.

Admins can configure privacy settings at the account level:

2. Choose which privacy options are available to your users

3. Set the default privacy level for all new invites

4. Click Save Changes

Invites appear normally in their Manage Invites view with full access to all content and features.

The invite is completely hidden from their Manage Invites page
If they attempt to access the invite via a direct link, they'll see a "not shared with you" page
The page displays the invite creator's contact information so they can request access

All privacy changes are tracked in the invite's activity log, including:

This provides full auditability for compliance purposes.

Set account-level defaults that match your most common use case to reduce manual configuration
Use Team-level privacy for portfolios managed by specific groups
Use Restricted privacy for high-sensitivity deals requiring explicit approval
Review the activity log regularly to monitor privacy changes on sensitive invites

To help mid-market lending customers meet strict data governance requirements, we’ve introduced Invite Privacy Controls. Admins and Team Leads can now manage exactly who sees specific invites, ensuring sensitive borrower data remains protected and visible only to the necessary stakeholders.