Billing custom role/custom role permissions
Credit Card fields: values entered for the card number can only be unmasked by specific roles such as Admin…or a custom role like “Billing”. Currently, each person is at the very least is able to unmask that information if they are the author/owner of the document. We would like it so even the person who made the sale could not view that information as it is irrelevant to anyone outside of our billing department.
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AdminMarissa McGuirk
(Customer Success Associate, PandaDoc)
shared this idea