5.5 Customer's Profile & Customer Privacy

Customer Profile & Privacy settings help your shop control how customers access profiles, invoices, approvals, and payment information shared through Printavo. This article walks through how to manage customer privacy settings, enable secure email-based access, and protect sensitive customer information while maintaining a smooth communication and payment experience.

With the public profile, a customer can easily:

• View the current status of their active jobs
• Access invoices to make any pending payments or approvals
• Reference past jobs for reorder requests

Note: Sending the profile to your customer is optional. The profile can be sent to the customer when creating the customer in Printavo, or can be sent at any other time by sending the customer's URL to the customer.

Add a layer of privacy to profiles and invoices with a "Private Email Link"

By default, anyone with a customer's profile link or link to an invoice has the permission to view that information.

If you'd like to limit who's able to view that information, simply head to My Account > Invoice Information > Invoice & Customer Privacy and change the setting from "Anyone with link" to "Private Email link" being sure to click "Update Information" to save the change.

When enabled, a customer/recipient will have 3 days to open the emailed/texted Profile or Invoice link via Printavo to automatically be taken to view their profile or quote/invoice.

Without access to this unique emailed link or after the 3-day link expiration the viewer will be required to enter the email address associated with the order.

What is considered an authorized email for a quote/invoice?

• Customer's Email.
• Any email that received a message associated with the invoice.
• Any email that received an automation (e,g, Quote Approval/Art Approval).
• Any email that received a payment request.
• Invoice Owner