For external collaborationSimple outside. Controlled inside.
Give partners and clients a direct experience while your team keeps permissions, policy, context and evidence behind it.
1Invite
2Verify
3Collaborate
4Revoke
Live trail
01No trainingfor external recipients
02Exactrole and expiry
03Completeactivity trail
01 / ChooseUse the smallest surface that fits the work.
Send handles a delivery, Requests handle intake, Rooms handle ongoing work and Vault handles sensitive viewing.
- Purpose-specific experiences
- Consistent identity
- Secure defaults
External workflowRight-sized
1Invite
2Verify
3Collaborate
4Revoke
Live trail
02 / InviteExternal people see only their next action.
Account-free and guest experiences avoid exposing the complexity of the internal workspace.
- Recipient-first access
- Email verification
- Clear terminal states
Client accessVerified
1Invite
2Verify
3Collaborate
4Revoke
Live trail
03 / GovernThe team retains control after sharing.
Exposure reports, revocation and audit events keep external work connected to workspace governance.
- Exposure visibility
- Immediate revocation
- Audit history
Guest exposureReviewed
1Invite
2Verify
3Collaborate
4Revoke
Live trail
The outcomeLet external work feel easy without making it anonymous.
Use the complete workflow or start with the one handoff that causes the most friction today.