Before you start
- A private link can grant access to a conversation or shared information even when it looks like an ordinary URL.
Step-by-step instructions
- Identify whether a link is a public listing URL or a private conversation, invitation, application-management or shortlist link.
- Share private links only with intended recipients using a private channel.
- Before confirming a portal or team claim, check the actual account that claimed it.
- Use revoke, replace, unshare or remove-access controls when available if a link or assignment should no longer work.
- If you suspect disclosure and no suitable control is available, contact the responsible agent or support promptly.
- When asking for help, supply a safe record reference; do not post the full private token publicly.
Workspace links may ask you to sign in. Access depends on your role, plan and the records shared with you.
Visibility is feature-specific
A shortlist can show feedback to its link holders while hiding private client criteria. A portal may show an explicitly shared file exactly as uploaded. A team assignment can expose a conversation without granting general access to the entire workspace.
Revoking a link or grant stops the access covered by that control. It does not retract copies someone already lawfully downloaded or revoke a different, separately granted permission.
Troubleshooting
- I cannot recover the token from its detail screen
- Some tokens are shown only when issued. Use the authorised replacement or recovery workflow rather than guessing or copying another person's token.