Hi! I’m running into an issue with document visibility inside contact records.

My team members (for example, Michael) can open a contact and see activity, notes, tasks, and appointments, which is totally fine. The problem is that they can also see documents attached to the contact, and some of those contain financial information and contracts that I don’t want them to access. I don't want my employees to see what I am charging my client vs. what I am paying them.

I’ve already adjusted user roles, permissions, and notification settings, but the documents still appear on the contact panel for them.

My goal is for my team to manage calendars, notes, tasks, and appointments for clients, but not be able to see contracts or financial documents attached to the contact.

Is there a way we can restrict document visibility so that only the agency owner/admin can see those files? The same way we limit them from seeing the payment.

I really want to keep my contracts and documents inside GHL for my automations etc.