Restricting financial data

Financial Guard lets you control which team members can see pricing, invoices, and revenue data.

Why use it

Not every team member needs to see how much you charge clients or what your revenue looks like. Field workers and subcontractors typically only need to know what job to do, not what it costs.

How to configure

1. Go to Business Settings → Financial Guard.
2. Toggle financial visibility for each role.
3. Save.

What gets hidden

When Financial Guard is on for a role, those team members cannot see:

• Invoice amounts and totals
• Quote prices and line item costs
• Revenue figures on the dashboard
• Financial reports and profitability data
• Cost prices in the price book

What stays visible

• Job details, descriptions, and checklists
• Client names and contact info
• Timesheets and schedules
• Photos and documents

This is on by default for the Member and Subcontractor roles.