Request to Restrict Payment Visibility to Assigned Opportunities Only
A
Ayo Fayoyin
We would like to adjust the Payment module permissions so that staff members can only view payment information related to the opportunities they are directly assigned to.
At the moment, any staff member with access to view payments can see all payment records across the system. For confidentiality and access control, we want to restrict visibility so each staff member only sees payment data linked to the deals they are involved in.
Please let us know if this level of permission granularity is possible and how best to implement it.
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S
Sales & Marketing
Merged in a post:
Feature Request: Restrict Payment Visibility by Assigned User
C
CRM Support
Problem:
Currently, all users with access to the Payments tab can see invoices and transaction details across the entire sub-account. This creates privacy concerns and unnecessary exposure of financial details across sales teams. For example, in my case I have a team under me, and I don’t want them to see invoice details of each other’s clients.
Impact:
* Reduces data privacy between team members.
* Makes it harder to manage sales reps or agents who should only work with their own assigned clients.
* Can lead to confusion or disputes when team members see invoices unrelated to them.
Proposed Solution:
Introduce a setting in Roles/Permissions → Payments that mirrors the “Assigned Only” option used in Opportunities, Conversations, and Calendars. With this setting:
* Users would only be able to view, create, and manage invoices/payments for contacts assigned to them.
* They would not see invoices or transactions belonging to contacts owned by other users.
Benefit:
* Stronger control and cleaner visibility for team-based environments.
* Aligns the Payments module with how the rest of GHL respects contact assignment and roles.
* Supports agencies managing multiple reps or teams under one sub-account.
A
Asaf Tamir
This is a major issue, that all user have access to all payments, and invoice, and not just the ones where the customer is assigned to them. So much confidential information in their and room for error. It seems like a simple fix to assign an IDnumber to the customer that is connected to the payments section. Please can this be pushed out as soon as possible.