How to Hide Budgets and Financials from Event Planners

You want a coordinator running the timeline, not reading your profit margin. Ripluo lets you control exactly who sees money-related data on each event - budgets, sponsorship amounts, and speaker payments - person by person.

Where the Controls Live

Open the event and click Settings in the event sidebar. The Financial Visibility card controls everything. (Note: this is separate from inviting the planner - you add planners from the Planners tab first, then set their financial access here.)

Two levels of control:

• Organization-wide toggle: "Organization can view financials" decides whether org members who are not planners on this event can see its financial details.
• Per-planner switches: under Event Planners, each person has a Can view financials switch. Flip it off and they see the plan, not the price tags.

Granular Access: Full Budget or Specific Categories

When a planner's financial access is on, you choose how much they see:

• Full Budget - sees all categories and totals.
• Specific Categories Only - pick exactly which budget categories they can view, with separate Revenue and Expense toggles per category. Perfect for a vendor coordinator who needs catering costs but not your sponsorship revenue.

What Gets Hidden

When someone's financial access is off, they cannot see budget amounts and expense details, sponsorship package values and amounts, or speaker fees and payment information. Event creators and organization admins always keep full access - the event owner's row is locked as "Full access (owner)".

Common Questions

Can I restrict financials at invite time? Financial access is configured in Event Settings after the planner is added. New planners are worth checking right after they accept.

Does this affect my own team? The organization-wide toggle covers org members who are not planners on the event. Organization admins and the event creator always see everything.

Unsure how to set up access for a specific situation? Click the feedback icon and choose Chat with our team.