Who can see documents, chat, bank evidence and support requests?
Choose the correct channel for each document and protect account access.
Before you start
0 / 1 ready · checklist for this visit
Step 1: Commercial files → deal parties
Step by step
- 1
Keep commercial files on the order
Deal chat is for specifications and delivery documents shared with the order parties and authorised administrators. Do not assume it is private from your counterparty.
- 2
Keep financial evidence in its dedicated section
Company verification and bank-statement uploads are private evidence. Detailed bank transactions are restricted to the supplier and authorised administrators; counterparties receive the rating summary.
- 3
Use private payment support for sensitive queries
Buyer and supplier support threads are isolated. Send beneficiary clarifications and payment evidence there rather than putting them in a shared commercial conversation.
- 4
Protect credentials and signed links
Never share login credentials, confirmation codes or bank passwords. Private document download links can expire; reopen the document through the platform instead of distributing the link externally.
Expected outcome
Documents reach the intended audience without unnecessary disclosure.
Important checks
- Access controls cannot prevent a recipient from reproducing information they are authorised to view.
Questions & answers
Does private mean invisible to staff?
No. Authorised administrators or payment staff can access the evidence required for their responsibilities.
Why did a document link stop working?
Private downloads use expiring signed links. Reopen the document from the relevant platform section.