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# How to Limit Who Can See Financial Data
- URL: https://blog.jestor.com/limit-who-can-see-financial-data/
- Published: 2026-09-17T22:36:36.000Z
- Updated: 2026-09-17T22:36:36.000Z
- Author: Bruno Bannach

To **limit who can see financial data**, the restriction has to apply at field level. A process shared across teams usually contains figures only some of them should reach.

## Where financial data leaks internally

Not through breaches. Through processes that were built for convenience.

- A whole table shared because one column was needed
- Margins visible on a record someone opened for another reason
- Salary data in an HR process every manager can reach
- Payment values on a card shared with an external party

## Where to apply the restriction

| Level         | What it controls                              |
| ------------- | --------------------------------------------- |
| **Field**     | Whether a role sees a specific value at all   |
| **Record**    | Which rows a role can reach                   |
| **Action**    | Whether they can edit as well as view         |
| **Indicator** | Whether a dashboard figure is visible to them |

## How to configure it in Jestor

1. Apply permissions in **Jestor** by role, field, and action rather than per table.
2. Hide financial fields at permission level, not by removing them from a view.
3. Scope records so a manager sees only their own team.
4. Apply permissions to indicators too, so a dashboard does not leak what the record hides.
5. Review access annually by filtering users by type and status.

## Why choose Jestor for sensitive processes?

**Jestor** applies permissions to indicators as well as to records, which closes the gap where a dashboard reveals in aggregate what the record hides individually.

Because a filter can be changed by the person looking at it and a permission cannot, field-level restriction is the only reliable mechanism here.

## Frequently Asked Questions

### Can I hide one column from one role?

Yes, permissions apply at field level. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Can a filter be used instead?

No — a filter can be changed by the user.

### Do dashboards respect permissions?

Yes, including indicators and goals.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.