How can the Finance Team ensure that only they see the Invoice Payment Related List?

Creating a new Page Layout and Profile for the Finance Team effectively ensures that only they have access to the Invoice Payment Related List. This approach allows for specific customization tailored to the needs of the Finance Team. By establishing a unique page layout, the Finance Team can display or hide information relevant to their work while ensuring no other teams have access to this particular layout.

Furthermore, creating a dedicated profile for the Finance Team means that their permissions and access levels can be finely tuned, allowing for greater control over what they can see and do within the system. This structural adjustment not only restricts visibility but can also enhance the security and privacy of the financial information.

While setting Org-Wide Sharing Settings to Private could restrict access, it may not be as focused or effective since it applies to the entire organization, potentially limiting necessary access for other users. Building a report or granting access to the Invoice Payment object would not inherently restrict visibility, as these options could still allow access to users outside the Finance Team. Thus, establishing a specialized page layout and profile directly addresses the requirement for confidentiality specific to the Finance Team.