Every workspace referred through your link or code, allocated to you, or set up on a client's behalf shows up here — the product and plan they're on, their status, when the relationship started, and where it came from. What you may see of their actual contact details depends on how they reached you.
Three states, and what each one lets you do
- Masked — a customer who came through a link or a typed code and has not agreed to share their contact. You see initials, never a name, email or phone. The only action offered is "Message via Finocket": pick an approved template and a channel, and Finocket delivers it without ever handing you their address.
- Shared — the same customer, once they agree (from their own Settings → Your partner screen). Their real name, email and phone appear, and mail, call, WhatsApp and copy actions open them directly.
- Partner-supplied or reseller-of-record — a workspace you set up yourself (Customers → the wizard), or one an admin allocated to you with a reason. You already know this contact — you typed it in, or you are on record for it — so it is never masked in the first place.
Every reveal is recorded
Tapping mail, call, WhatsApp or copy on a shared contact is logged before the value is shown — not after. A customer who withdraws consent stops you seeing it from that moment on; anything you already copied elsewhere is covered by your partner agreement, not by Finocket's systems.
If you already manage their books
A CA or accountant seat on a client's own workspace already gives you their real contact through the books themselves — this screen never pretends otherwise. Those rows carry an "Open workspace" action alongside whatever else applies, taking you straight into that client's own books.