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Question

granular permissions

  • June 3, 2026
  • 0 replies
  • 5 views

Hello 

I have attempted to apply the granular permissions, unfortunatley I have set up a housekeeper and their customised role. This user is unable to view the timeline without having significant access to sensitive financial information. Please could I have some assistance or advice on how to enable roles to be set up without giving a new user access to financial information. 

Thank you