Manage project files and client visibility | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/manage-project-files-and-client-visibility
Publisher: Pixie Technologies LLC

How-to guide
Manage project files and client visibility

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Upload internal or client-visible files and update file descriptions.

Audience: Project team; Feature: Project; Permission-aware; 

Where to goProject → Files

Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Upload internal or client (https://pixiecrm.com/help-centre/topic/customer)-visible files and update file descriptions. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation.

Follow these steps

- Go to Project → Files and select the relevant record or setup list.

- Use search, filters or status tabs to confirm you are working on the intended item.

- Check linked records, activity and permissions before changing status, ownership or visibility.

- Use the available edit, status, reorder, attach, copy or delete action as required.

- Complete any confirmation dialog carefully; destructive actions may be restricted when linked data exists.

- Check the updated state in the list and record view.

- Check (https://pixiecrm.com/help-centre/topic/check) downstream client portal (https://pixiecrm.com/help-centre/topic/client-portal), reporting or automation effects where applicable.

Settings to check

Customer (https://pixiecrm.com/help-centre/topic/customer)Check this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Project nameCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Billing typeCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Start and deadlineCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Project membersCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Progress and visibilityCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

- Choose billing type before time is recorded.

- Add only the staff who need access.

- Review client (https://pixiecrm.com/help-centre/topic/customer)-visible content before publishing.

- Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff.

- Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process.

Browse connected topics:payment (https://pixiecrm.com/help-centre/topic/payment)check (https://pixiecrm.com/help-centre/topic/check)approval (https://pixiecrm.com/help-centre/topic/approval)invoice (https://pixiecrm.com/help-centre/topic/invoice)expense (https://pixiecrm.com/help-centre/topic/expense)client portal (https://pixiecrm.com/help-centre/topic/client-portal)notifications (https://pixiecrm.com/help-centre/topic/notification)customers (https://pixiecrm.com/help-centre/topic/customer)

Related guides

Help a client follow projects and tasks (https://pixiecrm.com/help-centre/help-a-client-follow-projects-and-tasks)Upload and share customer files (https://pixiecrm.com/help-centre/upload-and-share-customer-files)Use task checklists and attachments (https://pixiecrm.com/help-centre/use-task-checklists-and-attachments)Use project discussions (https://pixiecrm.com/help-centre/use-project-discussions)Use task list and Kanban views (https://pixiecrm.com/help-centre/use-task-list-and-kanban-views)