I sent a Zoom calendar invitation through my client portal to (i) the client and (ii) opposing counsel. By sending the communication to the opposing counsel, did I accidentally open up (provide access to) all of the other files that are in the client portal to opposing counsel?
Did I screw up?
- Smokeball Team
Hello!
Short answer: you did not screw up.
Longer answer: a message recipient can only view the specific messages and files that you send to them. In other words, just sending a message or a link through the portal does not grant a third party access to the client file in Smokeball.
Hope that helps!
Robyn
- Contributor
I think it is somewhat confusing for non-clients when they receive the portal shares because the messaging appears to be for access to a client portal. Is there a way to differentiate the message and view for non-clients?
- Smokeball Team
There isn’t a way to differentiate views, but this would be an excellent Feature Suggestion if you want to suggest that as a change to our product folks.
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