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    v1.171.1
    fix
    November 1, 2026

    An Accountant sees names and money, never a client's contact details

    The lock promised with the Accountant role. An Accountant sees each client's name, the Booking ID and the money. She can't see how to reach the client, and she can't get any of the client's private links. A Super Admin can still turn on See clients for her.

    • Money screens work as before: Financials, Payments, card payments, payouts, invoices, quotes, gift cards and every export show the same names, Booking IDs and amounts.
    • Contact details stay with the team: an Accountant can't see a client's email, phone, address, date of birth, emergency contact or special requests. That holds on every booking, Booking ID, till sale, quote, card payment and gift card, on screen and through the app's data connection.
    • No client links: she can't get a client's pay links, itinerary link, the crew's manifest link, review links or check-in codes. A gift card shows only its last four characters, so she can't spend it.
    • No client lists: the waitlist, the message inbox, website enquiries, scheduled emails and unsubscribe lists stay closed to her, even if their own switches are on.
    • Invoices name the client: an invoice or credit note shows her the client's name, without the email or postal address.
    • Everyone else: Super Admins, Admins, Managers and Staff see exactly what they saw before.