Client roles and what each one can see

Access in Managello is decided by relationships, not by a flag you can get wrong.

Clients

A client contact only ever sees their own client's data — their projects, files, approvals, invoices and reports. They never see internal comments or files, and never another client's data.

Staff

Staff members are full-visibility by default. Admin-only surfaces (team, security, billing) are gated to admins and managers.

Internal vs client-visible

Every comment and file is either internal or client-visible. Internal items never reach a client — this is enforced at the query layer, so it can't leak by accident.

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