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Managing Agent Access to Financial Data

Inez Mugure avatar
Written by Inez Mugure
Updated over a week ago

Summary:

You can control whether agents see financial data like trip costs, invoices, and payment details.

Steps:

  1. Go to Settings > Roles & Permissions.

  2. Select the role you want to edit.

  3. Toggle View Financial Data on or off.

  4. Save changes.
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πŸ”” Tip: Limit financial data access to Admins and Managers for better data control.

Common Questions:

Q: Will restricting financial data affect booking ability?

A: No – agents can still book without seeing costs.


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