What Is the Restricted View Access Level?
Restricted Viewers do not have access to any financial data within your Gather account. Typically, these are Chefs or Front of House staff who need to receive the Daily Digest or download documents, however, do not need access to any financial information. Below is a breakdown of the specific features available and unavailable to Restricted Viewers!
Restricted Viewers Can:
- View information in the Home Page, Calendar, Bookings, Leads, Accounts, and Contacts
- Download and print the Chef BEO and Menu documents associated with a specific booking
- Opt-in to receive the Gather Daily Digest emails
- Batch Print bookings and Batch Download Chef BEOs and Menus
Restricted Viewers Cannot:
- View any financial information within Gather including the 'Financials' tab within a booking, the BEO, the Contract, the Invoice, or the Signed Contract.
- Make any edits or change booking information
- Export information from Gather into Excel
- Send outgoing messages or proposals to clients or leads
- Access the 'Messages' and 'Event Summary' tabs within a booking
- Access the 'Settings' or 'Reports' tabs in Gather
- Access Guest Portal links
Below is a chart that compares Restricted View with the other Access Levels available in Gather: