Keep customer information and private links safe

Getting started · Updated Sep 11, 2026 4:24 AM UTC

Customer quote, invoice and calendar links may grant access to their contents.

How to use it

Share links only with the intended person. Avoid including private links or customer details in public screenshots. Review Terms and Privacy from the website footer. Use link withdrawal/revocation controls when a link should stop working.

Example

Crop a screenshot to the error message before attaching it to a support ticket.

Open this area

Need a hand?

If something does not match your screen, check your workspace role and plan, then include the page or app version when opening a support ticket. Never include a password, API key or payment-card details.