Handling unauthorized access and protecting proprietary information and designs are critical aspects of maintaining a competitive edge and ensuring business security. This wiki addresses concerns from a client about unauthorized users obtaining designs via the IdeaRoom platform and sharing them with competitors. We provide steps to adjust settings within IdeaRoom's SalesView system to control access to design outputs and pricing information.

To prevent unauthorized users from easily obtaining designs and related information from the IdeaRoom configurator, you can modify the email settings to restrict where the output is sent.

1. Log into the SalesView platform.

2. Go to the "Sites" tab.

3. In the "Email and Contact" section, locate the "Send Emails To" setting.

4. Change this setting to "Supplier and Dealer Only".

By making this adjustment, any output generated by the configurator—such as drawings or specifications—will be sent directly only to your internal team or designated dealers. This measure ensures that you can follow up directly with legitimate customers and control the distribution of sensitive information.

Restricting visibility of pricing information can further protect your business from competitors and unauthorized parties looking to undercut your pricing strategies.

1. Log into the SalesView platform.

2. Go to the "Sites" tab.

2. Locate the "Pricing Section".

3. Adjust the "Pricing Visibility" field to "Email Only".

Setting the pricing visibility to "Email Only" means that pricing details are hidden during the initial interaction on the configurator. Interested parties must provide their email addresses to receive pricing information, which adds a layer of qualification to the leads, deterring casual browsers and competitors from easily accessing sensitive data.

After implementing the above changes, it's crucial to monitor their impact on your business operations:

- Test the functionality of the email and pricing settings to ensure they are working as intended.

- Monitor lead generation and customer feedback to evaluate how these changes affect user interaction and sales.

- Adjust settings as needed based on feedback and business requirements to find the right balance between security and customer experience.

By disabling automatic emailing to end users and controlling the visibility of pricing information, IdeaRoom clients can significantly enhance the security of their proprietary designs and sensitive business information. These measures are crucial in preventing unauthorized access and ensuring that interactions with the IdeaRoom configurator remain beneficial and secure. Clients should continuously assess the effectiveness of these changes and remain flexible to further adjustments to maintain optimal operations and security.