Use this when you need to control which company financial information a team member can see.
Before You Start
You need admin or owner access.
Know which fee categories the person should be allowed to see.
Access Levels
- Full access: can see all company financial information.
- Limited access: can see only selected fee categories.
- No access: cannot see company revenue information.
Steps
- Go to Settings.
- Open Users.
- Select the user.
- Open their access settings.
- Choose the financial access level.
- If access is limited, select the visible fee categories.
- Save changes.
What This Affects
Financial access may affect:
- Fee transactions.
- Revenue invoices.
- Billing summaries.
- Reports.
- Search results.
- Review results.
- Exports.
Common Issues
- Limited users can only open invoices where all protected fee categories are allowed.
- Missing or uncategorized company revenue may be hidden from limited users.
- If a user reports missing totals, check whether those totals include hidden company revenue.