ClickSabi Pro

Privacy & Security

What your customers can and cannot see

The permission boundary between a provider workspace and a customer account.

1 min readLast updated

Nothing crosses automatically

Information moves between a provider workspace and a customer account only through a workflow that shares it. There is no background synchronisation between the two accounts.

Shared

Proposals you send, shared documents, shared project progress and milestones, the shared conversation, warranties you issue and payment requests.

Provider-private

Internal notes, assignments, your analytics, action recommendations and AI suggestions.

Customer-private

Their own contract analysis, comparisons, private uploads and private notes are theirs. Connecting to your workspace does not give you access to them.

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