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Control What Clients See

Settings → Data Visibility is where you control exactly what your clients can see in their portals. Every toggle takes effect immediately across every active portal.

Defaults are conservative​

The most sensitive fields are off by default and labeled with a SENSITIVE badge. That's the safe starting point — turn them on only when you're sure your client agreements allow it.

The toggles​

Financial:

  • Budget / Fee Information — off (SENSITIVE) — fee amounts and budget consumption
  • Hours Logged — on — actual hours by discipline
  • Hourly Rates — off (SENSITIVE) — billing rates next to hours
  • Project Profitability — off (SENSITIVE) — margin data

Team:

  • Team Member Names — on — first name + last initial
  • Full Team Profiles — off — full names, roles, contact info
  • Team Utilization — off (SENSITIVE) — capacity per person

Content:

  • Internal Task Notes — off (SENSITIVE) — task descriptions and internal comments

Access:

  • Cross-Project Visibility — on — contacts see all projects for their company

Changes apply immediately​

Flipping a toggle takes effect on the next portal page load. There's no scheduled rollout or pending state.

Warning banner​

The page footer reads:

Enabling sensitive fields exposes financial data to external portal users. Review your client agreements before sharing.

That's not legal advice — it's a nudge to check the contract before turning on something that could create a conflict.