Help Center / Security & Privacy

Understand privacy controls in Freelysta

Know what is visible, what stays private, and how to reason about shared workspace data.

Think in visibility layers

Freelysta works best when you separate internal notes, shared client updates, billing records, and legal workflow data intentionally.

Shared versus private information

• Internal notes should stay operational
• Client-facing updates should be concise and deliberate
• Billing information should be accurate and current
• Agreement records should be treated as business-sensitive

Before you share anything

Ask whether the item helps the client act, understand progress, or complete payment. If not, it may belong only in your internal workspace.

Best practice for privacy

Use one source of truth in Freelysta instead of scattering business data across chat apps, loose documents, and browser tabs.