I need to know how to block team members from seeing everyone else's transaction. I want them to be able to only see their transactions.
You can set this up under team management
I have this checked.
View all open tickets for individual team member but everyone can still all the transactions.
I know it can be done because I had to do this with an employee who was a little too interested in knowing my business numbers.
Under team management I created a different permission set and this is how I had the settings.
View all completed transactions is unchecked, which means they'll only be able to see their own completed transactions.
You'll want to login to dashboard, team, then permissions.
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