Visibility Controls
Hide specific client fields from specific roles, without hiding the client itself.
Overview
A contractor may need to see the client’s brief but not their email address or lifetime spend. Rather than blocking access to the whole record, each sensitive field can be hidden independently per role.
Fields You Can Hide
EmailBalanceActivityTotal spentAddressOrdersInvoicesTickets
Where to set it: Settings → Team Roles or Remote Roles, in the permission grid for that role.
Related: on orders, the order amount and client email can be hidden the same way.
Related: on orders, the order amount and client email can be hidden the same way.
Tips & Best Practices
Set these once per role rather than per person. Hide financials from delivery roles by default and you never have to think about it again.