When working with bookings in the Resource Planner, it's common for users with Staff with Time or Staff with Time and CRM permission sets to encounter limitations in booking visibility.
These limitations are intentional and designed to protect privacy while still providing essential booking and time-off insights.
In this article, we'll go over what you should know about these limitations concerning project details and time-off information.
📌 Note: Users with Staff or Staff with CRM permissions (without time access) can only see their own bookings—both for budgets/deals and time off—in the Resource Planner.
Budget/Deal Details
In the Resource Planner, users with the Staff with Time or Staff with Time and CRM permission sets will only see basic booking details for budgets or deals they are not part of—this includes the allocated hours and the client company name.
They’ll see full booking details for any budgets or deals they are part of, but won’t be able to modify those bookings.
This setup ensures visibility where needed while keeping sensitive budget information limited to users with higher permissions.
Time-Off Information
Users with Staff or Staff with CRM permissions can only see their own time off in the Resource Planner—they won’t see anyone else’s absences.
Users with Staff with Time or Staff with Time and CRM permissions have limited access to information about others' time off.
They can see when someone is unavailable, but details like time-off category, notes, and booking history remain hidden to maintain privacy and confidentiality.
📌 Note: With custom permission sets, you can fine-tune who can view and manage other people’s time-off bookings in more detail.
For example, you can control visibility of time-off bookings across subsidiaries.
Learn more about customizing time-off permissions.