Who can see and send what

Everyone sees the shared client list and document history — that is the point of a workspace. Sending is role-based, and you can require admin approval before a member sends anything over a threshold you set.

Draft documents are visible to their author and admins until sent.

The approval threshold is the useful middle ground between trust and control — a member can fire off the routine $800 service quote alone, while the $40,000 remodel waits for a second pair of eyes. Approvals show up for admins with the document attached, one click to release.