Help center > Connectid Business resources
Connectid Business resources
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Go to Requests in Settings. Copy the link and add it to your Privacy Policy.
Go to Roles in Settings. Scroll down to Security. Turn the Approvals toggle on to increase security.
Go to Templates in Settings. Run the setup Wizard.
Go to Roles in Settings. Enter the email of the person you want to invite. Assign their role from the dropdown.
Videos
Quick guide to get started
Request Portal setup
Security and approval setup
Data entry setup
Roles setup
