Understand public and private warranty information
Know what a shared link, printed label, customer account, and workspace role can reveal.
Who can see what
| View | Information available |
|---|---|
| Public warranty link | Product and masked serial, coverage dates/status/terms, business name/logo and seller contacts. No account required. |
| Social sharing preview | Product/issuer/coverage information and a suitable uploaded product photo. |
| Owner / Admin / Staff warranty view | Recorded customer contacts, full serial, private notes, purchase details, warranty files and service history. |
| Technician warranty view | Assigned warranties with private customer and warranty fields hidden; service notes are available, service cost is hidden. |
| Customer Portal | Linked warranties and claims, claim status/outcome/history and completed claim attachments. No merchant service history or warranty receipt/invoice download. |
| Detailed printed label | May include customer name and full serial as available to the printing member; review before sharing. |
Claim and service notes
Internal claim notes are for workspace claim reviewers and are excluded from customer history. Treat resolution information as customer-facing. Service notes remain in the workspace and can be read by authorized service viewers. Do not put secrets in a product name, warranty terms, or product-photo image; those can be public.
Claims have separate role permissions from warranty assignment. A Technician can review claims even when the related warranty is not assigned to them. Use the role guide when deciding who should join your team.
Protect public links and files
Share a warranty link or QR code with the intended recipient. Public visibility is limited, but anyone with the link can see that view. A QR code or short warranty ID is not customer authentication.
Upload a receipt as Receipt or Invoice, not Product photo. Private files should be opened from their record by an authorized member. There is no current merchant control to delete a warranty, customer, catalog product, or issued attachment; use a privacy request to Warly when needed.