Can Financial Information Be Hidden From Certain Users?
With Restricted View Access, users have the same visibility as Viewers, however, they will not be able to see any financial information for your Events.
Restricted Viewers Can:
- View information in the Calendar, Events, Leads, Accounts and Contacts, with the exception of any financial details
- Download and print the Chef BEO and Menu documents associated with a specific Event
- Opt into receiving the Gather Daily Digest emails
- Batch Print Events
Restricted Viewers Cannot:
- View any financial information within Gather including the 'Financials' tab within an Event, the BEO, the Contract, the Invoice, or the Signed Contract.
- Make any edits or change Event information
- Download information from Gather into Excel
- Send outgoing messages or proposals to clients or Leads
- Access the 'Messages' and 'Event Summary' tabs within an Event
- Access the 'Settings' or 'Reports' tabs in Gather