One shared folder for everything
The budget spreadsheet sits next to the drawings because it is easier. A subcontractor invited for the drawings opens it and learns what the general contractor was paid.
Owner access control
Restrict budget visibility in construction project software: keep the money private
An owner wants consultants, contractors and subcontractors on the project without letting them see the budget, the estimate or what the others charge. That depends on how access is set up, not on trust. Here is how Fidrel keeps costs closed by default for the people you invite, what the owner must still do on purpose, and what no software can take back once a file has been downloaded.
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How budgets leak on a shared project
Access is granted on the way in and never reviewed
People are added to a project in a hurry. Months later nobody remembers who can see the cost folders, and nobody can show the board a list.
Invoices and estimates travel by e-mail
A vendor invoice forwarded to an extra recipient, or an estimate attached to a meeting invitation, reaches people who were never meant to see it.
What the roles can and cannot do
There are three roles on a project: administrator, participant and guest. A participant can read, download and upload in permitted folders but cannot delete or move content. A guest reads and downloads. Neither sees another person’s e-mail address or phone number. Procurement and facility management have roles of their own for their own areas. A participant can also be given the right to invite others, but only within their own access, and the people they invite lose access if that right is withdrawn.
Team & permissions
Folders can be locked down further
Each part of the project and each folder can be open to all participants, to administrators only or to selected members. A folder restriction applies to all subfolders and files, and a child folder cannot grant broader access than its parent. A locked folder is invisible to a person until you add them to it. Put the budget, the pricing and the contract documents in folders that are Administrators only, and keep the drawings in folders open to the trades.
How to keep the budget private in Fidrel
Step 1
Invite with the narrowest access
Invite by e-mail and choose either the whole project or Only chosen folders. Before the invitation goes out, a summary lists what the person gets and what they do not see; read it before you confirm.
Step 2
Set each folder in Access & privacy
Open Access & privacy and choose, per part of the project and per folder, All participants, Administrators only or Selected members. Save access, and review the warning shown when a change could expose budgets or invoices.
Step 3
Open costs person by person
Cost tracking and vendor invoices are not shared with the folders. An administrator gives them person by person on the Permissions tab under Cost tracking.
Step 4
Share the estimate only when you decide to
The estimate stays closed to everyone but administrators until it is shared. Keep it closed while bids are being compared and share it when the owner chooses to.
Enforced in the database, and visible to the owner
The rules are enforced in the database, not just in the menus, so a person who guesses an address still does not get in. The organization’s Financials page works the same way: it lists a project only for people who have access to its costs, and tells the rest how many projects are not shown. When someone leaves, removing them ends their access immediately and their files and history stay in the project.
What this does not do
Revoking access later cannot recall copies that were already downloaded. Administrators always keep access, and a guest can read and download in the folders opened to them. Fidrel makes no security certification or audit claim; the rules are access rules for the people you invite.
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Owner access control
Frequently asked questions
Anything else on your mind? We are happy to help.
Talk to usInvite them to only the folders they need and keep the budget in a folder that is Administrators only. The estimate stays closed until you share it, and cost tracking is opened person by person by an administrator.
Yes. Before the invitation goes out, a summary shows what the person will be able to see and do and what they will not see. Check it, then confirm.
Not unless you open it to them. Vendor invoices belong to cost tracking, which an administrator opens person by person, and the estimate stays closed until it is shared.
Administrators. Administrators keep access to the project, so keep the number of administrators small and give the rest of your team a participant role with the folders they need.
No. The rules are enforced in the database, not just in the menus. Fidrel makes no security certification claim, but a restricted folder is closed at the data layer too.
Fidrel cannot reach it. Revoking access ends what the person can open from then on, but a copy they already downloaded stays with them.