Mark a renewal confidential
The supported create path for a confidential flag is CSV Intake. Use the optional is_confidential column. Only an Admin can approve a confidential row. Only an Admin can later change confidentiality on an existing renewal.
- On Standard or Business, prepare a CSV with is_confidential set to true for the rows that must stay restricted.
- Set owner email on those rows to the person who must review them.
- Upload in Intake · Queue, correct the staged rows, and have an Admin approve the batch. Non-admins cannot approve a confidential renewal.
- Do not rely on department or location membership for access. Assigned users and the owner are the non-admin people who can see it.
- Documents on that renewal follow the same access rules as the record.
What reviewers should expect
If someone cannot see a renewal another person created, they may be outside owner, assignment, department, or location scope — or the record may be confidential. Ask an Admin to assign them, change owner, or confirm confidentiality.
- Check Users and assignment before assuming the product lost the record.
- Exports, PDFs, and dashboard totals omit confidential records the viewer cannot access, including their cost.
- Intake cannot be used by a non-admin to remove confidentiality from an existing confidential renewal.