Report Access
Reports are permission-gated tab by tab.
Overview
Financial reports are not for everyone. Each report tab has its own permission, so you can give a team lead the Orders and Statuses reports while keeping Revenue and Accounts to admins.
Per-Tab Permissions
RevenueServicesClientsOrdersStatusesCouponsAccounts
A member only sees the tabs their role permits. If they have none, the Reports section does not appear in their sidebar at all.
Where: Settings → Roles & Permissions.
Where: Settings → Roles & Permissions.
Tips & Best Practices
Give delivery leads Orders and Statuses. They make better scheduling decisions with that data, and neither exposes your commercials.