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How do I restrict my reps from seeing the total payments/commissions to the company?

V
Written by Victor Fteha
Updated over a month ago

Any users with the Admin or Super Admin roles can see everything.

By default, users with the Manager or Rep roles can see all data belonging to a Deal on which they're an Originator (or in the case of Managers, someone they manage is an Originator).

This includes Payments, which include the total commissions and fees paid to the broker shop.

To restrict a Manager or Rep from seeing Payments:

  1. Go to Settings and make sure you're on the Workspace tab

  2. In the Team Members table, click on the user you'd like to restrict

  3. Within that user's profile, click the Edit button in the upper right corner

  4. Expand the Permissions section

  5. Uncheck the "Can access payments page" and "Can access payments table" fields

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