When sharing a project with a client, you may not want them to see certain details like markup, supplier info, or item URLs. Gather makes it easy to customize exactly what your client can see — and what statuses they're allowed to update. Here's how to find and adjust those settings.
How to Open Client Settings
Step 1: From inside your project, click the Settings gear icon in the upper-right corner of the screen.
Step 2: In the Project Settings modal, click the Clients tab on the left sidebar.
What Clients Can See
On the left side of the Clients tab, you'll see a list of toggles that control what information is visible to your client when they log in. These include:
Disliked Options — show or hide items the client has disliked
Item URLs
Item Supplier
Item Manufacturers
Item Models
Item Lead Time
Item Tags
Item Statuses
Item Pricing
Item Discount
Toggle each setting on or off depending on what you'd like your client to see.
What Statuses Clients Can Update
On the right side, you can control which statuses your client is allowed to change on items. Check the boxes next to any statuses you want them to be able to set — for example, Like & Dislike and Approved. Use Select All to quickly enable all status options.
When you're done, click APPLY to save your changes.
Things to Know
If you don't want "Disliked" items to disappear from your client's view, make sure to toggle on Disliked Options under "What Clients Can See."
When an item is "Disliked", it will be taken out of the area and project total.
If an item status is set to "Unspecified", it will not be visible to your client, and the pricing won't show up in the budget tracker. You must update the status for it to be visible. (See: Update Item Status)