Team Member Permissions: Set Who can View Revenue Info
We’ve listened to your feedback and made it easier to control who on your team sees payout information. Previously, all team members had access to this data—but not anymore!
With our new permissions feature, you can now decide which team members can view payout details.
Follow the simple steps below to customize payout access.
Step 1: Login and Navigate to your Settings Page
Navigate to utilityprofit.com, and login. Once you are logged in, hover over your name in the top right section of the page then click on "Settings".
Step 2: Click into Team Member Settings
From your Settings menu, click on "Team Member Settings".
Step 3: Click Edit to see Permissions for each Team Member
You'll see a list of all your team members. Click "Edit" on a specific team member's account, to set specific permissions for their account.
Step 4: Select the View Revenue Permission and Click Save.
Once you click "Save" the team member will now be able to view the revenue information in your platform.
That's all you need to do to set "View Revenue" permissions for your team members!
Need more help? Reach out to our team here with any questions.