Choose what a team member can see

Updated

Pick the pages each person gets, and whose numbers they see.

2 minutes · Owner

  • Basic is where every invite starts: Home, Sales, Calendar, their own pay on Payouts, Help & Feedback, and Settings with only Profile and Preferences. They also get Leaderboards when your office shares its board.
  • Custom lets you pick their pages, tabs and data.
1
Open Settings, choose the Team Members tab, then Permissions on the left.
2
Press Edit beside the person.
3
Choose Custom.
4
Tick the pages they get. Start from Basic ticks what Basic has.
5
Where a page shows people's numbers, use Data to choose whose they see: their own, Specific members or Everyone.
6
Press Save permissions.

To go back, open Edit again, choose Basic and press Save permissions.

Frequently Asked Questions

Can someone other than the owner invite people?

Yes. Make them Custom and tick Team members under Pick the tabs they get. That lets them invite people and change anyone's permissions except the owner's.

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