Skip to content
  • There are no suggestions because the search field is empty.

How do I limit access to pay and budget data in Protiv?

Protiv uses role-based permissions to control who can see pay, budgets, and sensitive financial data.

Purpose

This article explains how Protiv limits access to pay, budgeted hours, and financial details. It shows what workers can and can’t see, and how Protiv protects sensitive information using built-in roles and permissions.

When To Use This

  • You want to understand who can see pay, bonus, or budget details.
  • You’re a worker checking why some information is hidden in the app.
  • You’re a manager or admin reviewing how Protiv protects financial data.

Before You Start

  • Protiv automatically applies visibility rules based on your user role.
  • Workers only see their own pay and performance.
  • Managers and admins see broader financial information for oversight.

Quick Path

  1. Protiv hides company-wide financial data from workers.
  2. Workers only see their own bonus progress and performance.
  3. Managers and admins see budgets, payouts, and team-level details.
  4. This is controlled automatically by Protiv roles and permissions.

Step-by-Step Instructions

Step 1 — Understand what workers can see

Protiv keeps a worker’s view simple and personal. Workers can see:
  • Their bonus progress
  • Their paid bonuses
  • Their job performance details
  • Their hours and personal stats

This gives each worker the information they need without exposing company data.

Step 2 — Understand what workers cannot see
To protect financial privacy, workers will not see:
  • Company-wide budgets
  • Full job budgets or projected costs
  • Other workers’ bonuses or pay information
  • Payroll totals or payout summaries
  • If something is blurred or locked, it means that role does not have permission to view financial data.

Step 3 — How access is controlled

Protiv uses role-based permissions:
  • Workers see only their own performance and bonuses.
  • Managers may see job budgets, performance summaries, and team results.
  • Admins see full financial details, payouts, and configuration settings.

The system adjusts the dashboard automatically so each role only sees what’s relevant.

Examples

  • A worker opens their dashboard and only sees their own bonus progress.
  • A crew lead sees team performance but not payroll totals.
  • An admin sees budgets, payouts, and worker-level details for approvals.

Common Mistakes & How To Fix Them

  • Information looks blurred or missing.
    That means your role doesn’t have permission to view that data.
  • You expected to see job budgets.
    Only managers and admins can view budgeted hours or costs.
  • Someone can’t see their bonus information.
    Confirm the user has the correct role assigned in Protiv.