Privacy — Private & Restricted

A submittal has two independent visibility modes. Both are one-way toggles — once enabled, they cannot be undone.

Mode	What it controls
Private	Who can see the submittal itself
Restricted	Whether the Creator can see the review discussion between the Assignee and the Third-Party Approvers

The two modes are independent — a submittal can be Private, Restricted, both, or neither.

Private mode — who can see the submittal

A submittal has two visibility levels:

Level	Who can see it
Public (default)	Everyone in the project with the appropriate permissions
Private	Only directly involved users: the Creator, the Assignee, Third-Party Approver members, and Distribution members

To everyone else a Private submittal is hidden as if it does not exist — even users with global read permissions cannot see it.

Where to set it:

• At creation — the Private toggle at the top of the Create Submittal panel.
• On an existing submittal — the privacy control on the detail panel's social card (a one-time confirmation is required).
• Per action — every action dialog has its own Private toggle in the header:

:::warning One-way Once a submittal is marked Private, it cannot be reverted to public. :::

Restricted mode — hiding the review discussion from the Creator

The Assignee (or a Third-Party Approver) can enable Restricted when performing an action — for example while approving, rejecting, or issuing to a reviewer:

Once Restricted is enabled:

• Activities and emails exchanged between the Assignee and the Third-Party Approvers are hidden from the Creator — they do not appear in the Creator's timeline, and the Creator receives no email notifications for those discussions.
• The Creator still sees final decisions directed to them — Approve, Reject, and For Info outcomes.
• The Assignee and Third-Party Approvers always see all activities and emails.

:::warning One-way Once Restricted mode is enabled, it cannot be reverted. :::

Visibility summary

Role	Can see a Private submittal?	Restricted mode — activity visibility
Creator	✅ Yes	❌ Cannot see activities between Assignee & Third-Party Approvers
Assignee	✅ Yes	✅ Always sees all activities
Third-Party Approver members	✅ Yes	✅ Always sees all activities
Distribution members	✅ Yes	❌ May be excluded from specific activities
Other project members	❌ Hidden	❌ No access