Visibility Control

Edited

With visibility control, you can grant card holders and crew members the ability to see and edit transactions by other team members.

This is most commonly used to allow assistants to see the whole production's transactions without giving them the ability to send payments or edit company information. Or, if team members are in the same department and you want them to be able to view and update transactions from their peers

Getting There

Visibility control can be found under Project > Team and then clicking the Visibility Control tab or directly at https://app.rollcredits.io/project/team. You'll see a chart for who can see what. The person doing the viewing is at the top, and the person they can see is on the left

Using Visibility Control

To make changes to what a person can see/edit, look into their column and select the people who's transactions they should see

Because super admins and managers can already see everything made by everyone they always have their entire "can see" row filled up

For everyone else, you can manually add permission to see and edit transactions uploaded by someone else. In the image below for example, Alice and Bob are both in the same department under Danielle. So, we've checked the boxes to allow Alice and Bob to edit each other's transactions. Danielle is already able to see and edit everything. So now, everyone in the department is able to see and edit transactions from everyone else in the department