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Create folder collaboration from new project role record

Create folder collaboration from new project role record

When project role records miss folder access, your reviewers can't see files and handoffs stall. Grant those roles immediate folder access so work continues, typically within minutes.

Create folder collaboration from new project role record

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Overview

Manual folder sharing slows onboarding and risks missed access during critical handoffs. This flow grants folder access and records the collaboration back in the CRM, eliminating repetitive provisioning work and restoring access within minutes. IT and program coordinators regain visibility and reduce handoff delays immediately.

Create folder collaboration from new project role record