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Instructions

Provide detailed instructions to help experts succeed.

What to Include

  • Technical requirements
  • Access credentials
  • Testing boundaries
  • Compliance requirements
  • Reporting preferences

Adding Instructions

  1. Go to project Instructions tab
  2. Add or edit instructions
  3. Experts are notified of updates

Best Practices

Be specific and clear
Include all necessary credentials
Define scope boundaries
Update if requirements change

Credential Security

  • Share credentials only in platform
  • Use test accounts when possible
  • Rotate credentials post-project