What limited users can see
Limited users have read-only access to the Staff Directory.
They can view basic staff information, including:
Name
Title
Phone number
Email address
Limited users do not see an edit button and cannot make changes to staff records.
What financial users can see
Advanced users may see additional staff information, depending on their permissions.
This can include:
Staff status history
Administrative details
Assigned access group
Start date
End date
Compensation information
Internal staff notes
Access to sensitive information, especially compensation details, is controlled by your access group settings.
Controlling staff directory permissions
Staff Directory access is managed through access groups.
To review or change access:
Go to Settings.
Select Manage Access Groups.
Choose the access group you want to review.
Find the Staff Directory permissions.
Adjust what that group can view or edit.
For limited users, access to the Staff Directory is read-only.
For financial-level users and other higher-access users, you can control whether they can:
View staff details
View labor cost or compensation information
Edit compensation or labor cost information
This allows you to show general staff information while keeping confidential financial information restricted.
Hiding compensation information
Compensation visibility can be turned off for users who do not need access to that information.
For example, you may allow a user to view staff records but prevent them from seeing labor cost or compensation details. You can also prevent them from editing compensation information entirely.
This gives administrators control over who can see and manage sensitive staff data.
Staff notes
Staff records can also include internal notes.
These notes can be used for HR-related comments or other internal information about a staff member.
Because these notes may contain confidential information, they are typically available only to financial users, super administrators, or other users with the appropriate access group permissions.
Key things to know
The Staff Directory is permission-based.
Limited users can only view basic contact information.
Financial users may have access to more detailed staff information.
Compensation and labor cost visibility can be controlled separately.
Staff notes should be treated as confidential and limited to the appropriate users.