What Does My Team See?
Short answer: everyone on your team sees everything in the team workspace. That's how Team is built — one shared workspace so the whole crew quotes and invoices as one business.
What's shared with everyone#
When you're on a Sammy Team, every member can see and work on:
- All estimates and proposals
- All invoices
- All projects
- Your shared client list
- Your shared kit library
- Your shared supplier list and pricing
- The message centre inbox with client replies
- Your business settings and the trained business brain
There's no "my estimates" versus "their estimates". If it's in the team, the team can see it.
Can I keep something private from my team?#
No. Within a team there's no private area — the shared workspace is the whole idea. If you need to keep a job to yourself, it shouldn't go in the team workspace.
Does the team see who made each thing?#
Yes. Every estimate, invoice and job is labelled with who created it, so you can always see who did what. But that label doesn't lock the work to one person — anyone on the team can still open and edit it.
Do my clients know I'm part of a team?#
No. Your clients only ever see your business branding on proposals and invoices, exactly as before. The team setup is entirely behind the scenes.
What about billing — can members see the plan and payment details?#
No. Only the owner manages billing and can see payment details. Admins and members can't view or change the plan or card details.