Every participant gets the access you give them, full or limited

A folder is born with a responsible person, single and transferable, who then lets in whoever they want. There are two kinds of people.

• The team: the members of your workspace, added to the folder. They read everything, internal notes included.
• Participants: anyone without a seat in your workspace, whether the client, a tradesperson, an architect, the notary (notaire) or the bank. Each gets their own link and has no account to create.

Each participant has a free-text role (« Site manager », « Co-buyer ») and an access level, chosen when they are added:

• Full access (the default): everything shown to participants, including what was published before they arrived. A confidential publication stays reserved to the team and the people it names.
• Limited access: only the items that name or mention them, what they wrote themselves, and the milestones.

The responsible person or an administrator changes that access from the participants list, after a confirmation that explains the consequence. Once limited, everything else disappears from their thread and their documents.

On the team side, each member sets, folder by folder, what they receive by email: the whole folder, what concerns them, or nothing. The responsible person and administrators can also read the folder's access log, which says who opened it and which document was viewed.

Building and renovation. Each firm is added with limited access: the plumber reads their question and the answer, not the electrician's quote. The client's financing documents are published as confidential, naming the client: the firms do not read them.

Firms. Team members share folders: each reaches the folders they take part in, owners and administrators read them all, and a folder's responsible person changes in one step, for example when the person in charge goes on leave or leaves the firm. The client sees no change: same link, same thread.

• Only two access levels, chosen person by person: no custom rights per role.
• The responsible person always has full access, and they, or an administrator, manage the folder's people while it is open.
• A removed person loses access but stays named in the thread.
• The Free plan has 2 team members, Premium 20; participants do not count toward this limit.

• Client access, for each participant's link
• Document confidentiality, for what is shown only to the participants named
• The folder thread, where all of this is published
• Project managers: coordinating the contractors on a site