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Everyone who uses the dashboard sees chats, calls, and customers. Money is different.

Money

Payments, receipts, and amounts are visible to: When someone without permission opens a chat with a receipt, they see “Payment receipt. Only people with permission can see it.”

Turn off money for admins

In Team, the owner sees the Admins see money row. Turn it off, and admins stop seeing payments, receipts, and amounts, except for their own customers.

Next steps

Team and roles

Roles and permissions.

Payments

Receipts and payment plans.