Help Center/Team/Who can see and send what

Who can see and send what

Albert
written by Albert
Updated July 2, 2026

Everyone sees the shared client list and document history — that is the point of a workspace. Sending is role-based, and you can require admin approval before a member sends anything over a threshold you set.

Draft documents are visible to their author and admins until sent.

Still stuck? Write us a note — a person reads every one.