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Files that will be used in Apptegy Alerts are pulled via API through VendorLink. We'll initiate this process, but you should keep an eye out for a Security Agreement from your ITC (Information Technology Center) to allow us access. If you have any issues, please reach out to us to attempt the process again.

Alerts Integration - Progressbook

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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