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Control if clients see Product Sources and Vendor Info
Control if clients see Product Sources and Vendor Info

Control whether your clients can see the source and vendor for the product selections provided.

Thomas Chau avatar
Written by Thomas Chau
Updated over a year ago

Depending on your business model and contract, you might not want your clients to see the source and vendor for the product selections provided.

1. If an existing client, open their profile on the project and click "Edit Permissions"

If they are a new client, the same permission controls are shown when you send their invitation.

If an existing client, open their profile on the project and click "Edit Permissions"

2. Click on Collaboration settings…

Click on Collaboration settings…

3. Toggle "View product sources"

This will control if they can see where the product is coming from, and any other information you included about the vendor, SKU, website, etc.

Toggle "View product sources"

4. Click on Save

Click on Save
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