Per-field permissions
Hide specific deal fields from specific roles — most commonly cost price and gross profit from salespeople.
By default, every role can see every field on a deal. Per-field permissions let you hide specific fields from specific roles — overriding the role's general access.
The classic use case: hiding GP from salespeople
Most dealerships don't want salespeople seeing gross profit, margin, or cost price — those numbers are between the manager and the customer relationship. Per-field permissions handle this in a couple of clicks.
Settings → Permissions → click "Salesperson" → Per-field.
For each financial field, set the level to Hidden:
- Cost price
- Gross profit
- Margin %
- Margin $
- Yard load
- ORC amount
Save. From now on, salespeople won't see those fields anywhere — not in the deal form, not in the sales log, not in reports, not in exports.
Three levels per field
For any field, against any role:
- Edit — full read + write access.
- View — read-only (visible but cannot change).
- Hidden — invisible. The field simply isn't there.
What "hidden" actually means
When a field is hidden:
- It's removed from the deal form (the salesperson never gets prompted for it).
- It's removed from the sales log columns (and from the column-picker, so they can't add it back).
- It's removed from the print sheet and exports.
- It's stripped from API responses for that user.
- Reports built around it return aggregated metrics where appropriate (e.g. team revenue is still visible, but per-deal cost isn't).
It's a real removal at the data layer, not a UI hide-and-pray. A user with hidden access genuinely cannot retrieve that field's value.
What "view" means
Same as edit, except inputs are disabled and inline-editing doesn't work. The user sees the value but can't change it.
Useful for fields like finance status that managers might want salespeople to see (so they can chase) but not change (because the manager owns the finance pipeline).
Custom fields
Custom fields you've added to the deal form work the same way. When you create a custom field, you can set the per-role access level right there — or do it later in the permissions matrix.
The matrix view
If you'd rather see everything at once, Settings → Permissions → Matrix shows every field × every role as a grid. Click any cell to flip its level. Useful for setting up a new dealership in bulk, or for auditing your current configuration.
Per-channel + per-field together
You can stack rules. A salesperson could be:
- Excluded from the Used Cars channel entirely.
- Hidden from gross profit in every channel they do see.
The combination is "for the channels you can see, you see no GP". The most restrictive rule wins.
Owners ignore per-field rules
Per-field permissions don't apply to Owners — the same lockout-prevention principle as elsewhere. There's always one person who can see everything, and that's the Owner.