New Role - Limited Visibility

Would it be possible to create a very limited role that functions like the QuickBooks PoS app?

This would allow techs to take payments (including adding payment methods to customers and charging their accounts) without seeing other large-scale details such as total invoice volume or payouts.

Essentially, they would only have access to the Customers tab on the left-hand column.

Thank you for all the amazing updates recently, we love how this platform is growing and listening to the people!

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Upvoters
Status

πŸ€” In Review

Board
πŸ’‘

Feature Request

Date

8 months ago

Author

Nate Boeker

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