To manage client visibility and permissions, open „Share project“ and click the three-dot menu next to the selected client. Then choose “Permission Settings.”
In the newly opened window, you can enable or disable the visibility of specific information, such as prices, URL links, and other product details. This allows you to control exactly what the client can see within the project.
Managing Export & Sharing Permissions in Densy
Learn how to configure permissions, layouts, and visibility options when exporting your projects to PDF or sharing live project links with clients and collaborators.
1. PDF Export Permissions
Configure layout formats, toggle sensitive pricing details, and customize exact product specifications before exporting your project to PDF.
Step-by-Step Instructions:
- Open the Export Menu
Navigate to the top-right corner of your project view or room, click the three-dot menu (⋮), and select Export to PDF. - Set Layout & Copy Type:
- Layout & Orientation: Choose between List layout or Grid layout, and set orientation to Portrait or Landscape.
- Client Copy: Automatically hides sensitive financial details such as trade discounts, markups, and profit margins.
Note: If you turn off Markup Mode in Project Settings, you can also explicitly uncheck Show trade discounts (or Exclude trade discount from prices) in the PDF export settings to ensure trade discounts remain hidden from the client. - Internal Copy: Displays full financial details, including trade discounts, markups, and profit margins.
3. Customize List View Details
Toggle specific product and pricing metadata on or off:
- Pricing & Content: Show prices, include services, display alternative options, show room totals, or toggle trade discounts.
- Product Details: Control visible parameters like Supplier, Dimensions, SKU, Product Code, Color, Material, Category, and Lead Time.
- Custom Specs & Notes: Enable or disable custom client specs, product links, or client notes.
- Header & Branding: Customize your document by toggling your Organization Logo, Generated Date, or adding a Cover Page.
4. Generate File
Click Export project at the bottom right of the settings window.
2. Configure Link Sharing & Client Permissions
1. Open Share Settings
Click the Share project button in the top-right corner of your workspace.
2. Access Client Permissions
Whether you are sharing via a public link or adding specific users under Access Management, click the three dots (⋮) next to the sharing option to open the Client permissions modal.
3. Set Product Permissions
Use the toggle switches under Product permissions to control client interactions with individual items:
- Comments: Allow clients to add and view comments
- Approve & reject: Grant clients the ability to approve or reject products
- Product prices: Show or hide individual product prices
- Product links: Choose whether to show or hide direct links to original product web pages
4. Set Project Permissions
Use the toggle switches under Project permissions to control access to broader project features:
- Price summaries: Toggle sum total price visibility per section, room, and overall project
- Studio boards: Allow access to view studio boards and moodboards
- Project files: Grant access to view project files
- Download files: Allow downloading attached files (disabling this limits access to previews only)
- Project discussion: Toggle client access to participate in project chat discussions
5. Save Changes
Click Save permissions at the bottom right of the window.
