How to invite parties to collaborate on the application

This tutorial shows how to invite parties to collaborate on the same application on Cloudpermit. This instruction applies to users having a registered account on Cloudpermit. If you do not have an account yet, follow the instructions for accepting and registering an account.

In the Application Workspace, go to the Parties to the Application block.

Click Add or Invite Party.

The Add Party form opens.

Enter the email address of the invitee.

Select a role(s) for the invitee by clicking the drop-down menu under Select Role(s). Note that one party may have several roles. The amount is not limited.

Give permissions to modify and add application(s), if needed.
There are three permissions available:
  • Permission to modify the application enables the invitee to add and change information in the application.
  • Permission to add new applications allows an invitee to add and change data in the application.

Include a personal message to the invitee (optional).

Once done, click Send Invite.
The card remains now in Pending status.
The invitee receives an email notification about the invitation.

The invitee signs in Cloudpermit to find the invitation in the Tasks and Requests section.
The invitee either declines or accepts it.
After accepting the invitation in the Tasks and Requests section, the status in the invitee´s card turns to Accepted in the applicant´s application.


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