Who sees what in Trackers - Pacten Guides
Trackers lets a team share the work without turning it into a league table. Managers see everyone so they can spread and steer the work. Everyone else sees all the entries they need to avoid doubling up, but not who logged them.
With the permission
Owners, admins and managers
- See who logged every entry, and who holds every person and deal.
- See every member’s numbers on Insights, filter by member, and compare the team.
- Filter the grid by who holds what, and assign or reassign.
Without it
Everyone else
- Insights shows your own numbers only.
- Every entry on a person or deal is listed in full, so nobody applies, calls or quotes twice. Entries you logged are marked You. Entries a teammate logged carry no name.
- Something a teammate holds shows as Taken, with no name, because the holder’s name would say who did most of the work on it.
- You cannot filter by another member.
The setting
See everyone’s tracker activity
The rule is one permission, See everyone’s tracker activity, in Settings → Access. It is set to Manager by default, so owners, admins and managers have it. An owner or admin can change that for your workspace. It also lets the holder assign people and deals to teammates.
Enforced on the server
Names are removed before the data leaves Pacten, not just hidden on screen, so they cannot be found another way.
Collections is separate
Who sees which debts is its own setting, See everyone’s collections. It is set to Collaborator by default, so your team sees every debt until you raise it. Without it, a member sees only the debts that are theirs.
Other permissions
What else is in Settings → Access
- View trackers: open a tracker and read it.
- Log & edit activity: record and edit entries, and claim. Collaborator and above.
- Import rows: Manager and above. Delete a row: Admin and above.
- Export applications: Manager and above, because it takes names and contact details out of Pacten. Export the sales pipeline: Collaborator and above.
- See what is owed and Chase a payment: Collaborator with the Finance label.
A member limited to certain groups sees only the people in those groups, whatever else they can do.
Frequently asked questions
- Can a collaborator see who logged an entry?
- Only their own, which show as You. Entries logged by others show with no name.
- Can I change who sees everyone?
- Yes. An owner or admin changes See everyone’s tracker activity in Settings → Access, per workspace.
- Is this only hidden on screen?
- No. Pacten removes the names before the data leaves the server, so they cannot be found any other way.
- Does this setting cover Collections?
- No. Collections has its own setting, See everyone’s collections.