Users & Access Control

The Correspondence App distinguishes between project team members and external contacts (clients) to ensure clear communication control and visibility.

Project Team Members

• Users displayed in the top header are project team members
• Team members have full visibility within the Correspondence App
• They can:
  • View all communications
  • Access sent emails, and threads
  • Manage and update correspondence

External Contacts (Clients)

• Contacts added through the Contacts feature are considered external users (clients)
• Clients have limited visibility within the system
• They can:
  • Only view communications where they are included in the To or Cc fields

This ensures that sensitive or internal communications remain restricted to the project team.

Approvals

• The Approval feature is restricted to project team members only
• External contacts (clients) are not included in the approver list

This maintains internal control over review and approval processes before communications are sent.