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Permissions and limited access

Understand why some estimates, pricing, or sections may be hidden in the client portal.

Last updated May 20, 2026

What this guide covers

What the business controls

Your visibility is configured per client contact:

  • Estimates tab — may be hidden if estimate notifications are set to never
  • Which estimates appear — all client estimates vs only those assigned to you
  • Pricing on estimates — scope-only vs full totals
  • Project tabs and files — only client-visible tasks and deliverables

Common limited-access scenarios

What you seeLikely reason
No Estimates sidebar itemYour contact is not configured to receive estimates
Estimate without dollar amountsPricing hidden for your contact role
Missing project tabThat data is internal-only for this project
404 on estimate detailEstimate was rejected or you no longer have access

Contact the business administrator if you need expanded access.

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