An outside person who helps collect files should use their own invited account. Review the Documents only role, an appropriate permission preset, and Selected services only so the assignment does not expose unrelated areas.
If the person must upload files, the preset needs upload permission. Viewer alone does not include that action. Select the relevant document service, check the email, and create the invitation. Review the saved access after acceptance.
Tell the helper which company and request the documents belong to. A correct permission setup does not prevent someone from choosing the wrong context when they have access to several records, so clear task instructions still matter.
When the assignment ends, remove the membership and cancel any unused invitation. Keep the uploaded business files in their proper records according to your company’s retention and review needs. Removing the helper’s access is separate from deleting the files they supplied. If an access error occurs, have an administrator review the exact page and action instead of sending private files through a shared login.
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