When adding third-party collaborators to your account, you can restrict what each user sees in the platform.
If you’d like the user to be restricted from seeing financial information, all sensitive financial information will be hidden and the following file types will automatically be restricted for the user:
- Purchase Orders
- Payment Confirmations
- Finance - Other
- Misc - Other
If you’d like to only restrict certain file types, you can select which file categories the user should not have access to in the dropdown menu.
To learn how to add third-party collaborators to a purchase order, visit the article here.