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Use Settings → Roles & Access to control which Visibility rows and financial fields a person can see. These policies are separate from the Member, Admin, and Manager roles used for workspace administration.

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Assign an access policy

1

Open Assignments

Open Settings → Roles & Access, then select the Assignments tab.
2

Start an assignment

Select Assign policy.
3

Choose the person

Search for and select the Employee who needs Visibility access.
4

Choose the policy

Select the Policy that matches the person’s responsibilities.
5

Save

Select Save and verify the resulting row and financial scope.
Open an existing assignment to Change policy or remove the grant.

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Create or change a policy

Use the Policies tab to create the default policies or select Create policy. Configure the row scope:
  • all employees;
  • the person’s own employee record;
  • departments the person manages; or
  • explicitly selected departments.
Configure financial visibility separately, then save the policy. Editing a policy changes the effective access of its current assignments.
A Visibility policy does not grant workspace administration. Use Settings → Members for Member and Admin roles, and Departments for manager ownership.

Review access layers

Understand how authentication, product access, organization scope, and policy work together.