Company-scoped access
In Vellum, visibility is company-wide: the whole team sees every project, client and event. Here's what is shared and what isn't.
What's shared
Vellum's permissions apply to the company, not the project. Every employee — Admin or General — sees:
- Every project, including the ones not assigned to them.
- Every client.
- Every event on the firm's calendar.
- Every office and project type.
- Each project's stage and review history.
- The company's statistics.
You can filter the project list by stage, status and type, and search it — but visibility always covers the whole company. The permission level (Admin or General) changes what each person can do, such as deleting projects or managing employees, not what they can see.
What isn't
There's no per-project or per-office sharing. You can't show a project to one employee and hide it from another: the whole team sees the work of every office, even when your firm has several branches.
On the client side, access is limited by project and by stage: a client only sees their own projects and, within them, the files of stages marked as client review. They never see other clients, your team, your firm's calendar or billing.