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Client Settings (Legacy Plans)

Choose what your client can see and which statuses they can update on a legacy plan.

Written by Scottie Elliott

On legacy plans (Solo, Studio, Firm, Enterprise, Spec Lite, and Spec Pro), client settings control what your client sees in a project and which statuses they can update. You set them separately for each project.

Note: On Core or Core Plus? See Client Settings.

Open Client Settings

  1. Open your project and click the Settings gear icon in the upper-right corner.

  2. Select the Clients tab.

Choose What Clients Can See

Turn each item on or off under What Clients Can See:

  • Disliked Options: keep disliked items visible to your client

  • Item URLs

  • Item Supplier

  • Item Manufacturers

  • Item Models

  • Item Lead Time

  • Item Codes

  • Item Statuses

  • Item Pricing

  • Item Discount

Choose Which Statuses Clients Can Update

Under What Statuses Clients Can Update, check the statuses your client can set, like Like & Dislike and Approved. Use Select All to turn them all on.

When you're done, click Apply.

Good to Know

  • Disliked items and your client's view: if Disliked Options is off, disliked items disappear from your client's view.

  • Disliked items and totals: disliked items are taken out of the Area and project totals.

  • Unspecified items are hidden: items set to Unspecified aren't visible to your client, and their pricing doesn't show in the budget tracker until you update the status. See Update Item Status.


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