Team Transaction

[PENNYBARR07]

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. 

[alexandriak]

You can set this up under team management

[PENNYBARR07]

I have this checked.

View all open tickets for individual team member but everyone can still all the transactions. 

[alexandriak]

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.