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What a customer can and cannot do

Know exactly what a signed in customer can read and change.

Updated 23 September 2026

Why
You open your system to people outside your company, so the edges must be plain.
How
Every read is limited to rows that belong to their own customer record.

A customer can

  • Accept or decline a sent quote, with a purchase order reference or a reason.
  • Follow orders, deliveries and serviced items, and answer an inspection waiting on them.
  • Request a collection of a serviced item.
  • Run the wizards you open to them and choose Ask for a quote on a result or a saved design.
  • Download the documents addressed to them.
  • Ask the customer AI, when you switch it on.
  • Leave your workspace from Account, and see the other suppliers that gave them a sign in.

A customer cannot

  • See another customer's records, your catalogue, your costs or your margins.
  • Open your workspace at /app: a customer account is never a member.
  • Create a workspace from your address.
  • Reach an area you have switched off, or one whose product is off.

Reading costs nothing. A request and a wizard run each draw a little of your usage, and never refuse the customer; the customer AI draws on it per answer.