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.
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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- Projects & DeliveryDocuments, shared and privateWhere files live, who can see them, and how sharing works.
- Privacy & SecurityKeeping a workspace securePractical steps for protecting a shared workspace.
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