Short answer: No, your financial figures stay owner-only; the Financials section can't be delegated to a teammate, and it can't be viewed by anyone else in the portal.
Why financials stay private
Financials is one of only two sections in the nine-section portal that are locked to the owner (Vision & Leadership is the other). This is enforced at the permission layer, checked against your literal role, not just an "admin" flag. That means:
You are the only person who can open, edit, or view the content of the Financials section, including the Xero connection, any cashflow context you add, and the cashflow budget upload.
The Financials section cannot be handed to a teammate from the delegate panel. The option is blocked both in the interface and on the server, so there is no workaround by delegating a "similar" section.
What teammates can see instead
Every teammate can see that the Financials section exists and its completion status on the shared dashboard, alongside all nine sections. It shows as locked, with a chip such as "Only you" or "Never shared", so your team knows it's there without being able to open it.
Note: This visibility is limited to the section's status, not its contents. A teammate cannot see revenue, profit, cashflow figures, or your Xero connection status in any more detail than "not shared with you."
Can I hide sensitive answers from a teammate?
You don't need to hide financials manually, they're private by default and can't be delegated at all. For other sections, the closest equivalent is Your Team's compensation fields: Base Salary and Discretionary Pay are owner-only, even if you delegate the rest of the Your Team section to someone else. Everything else you enter into a section you've delegated is visible to whoever holds that delegation, since delegating always grants both view and write access together. There's no way to hand over a section but redact specific fields within it.
Tip: If a section contains anything you don't want a teammate to see, keep it undelegated and complete it yourself instead.
