Who Can See Which Report

2 min read

Which team permissions open each report tab.

Reports has no permissions of its own. Each tab opens for team members who have certain permissions from other areas.

Overview

This guide shows which permission opens which tab.

Who Can Access

Agency AdminTeam Member

The owner and co-admins see every tab. Set team permissions in Settings → Roles & Permissions.

Which Permission Opens Which Tab

TabOpens with any of
RevenueView Invoices, View Account Settings, View Payment Settings
ServicesView Services
ClientsView Clients
Orders and StatusesView Orders (all), Assign Orders, Edit Orders, Export orders & ratings
Assigned OrdersAssign Orders, View Orders (all)
AccountsView Account Settings
CouponsView Coupons
TimeView team time (Remote Roles), with time tracking on

What Members See

Reports date range, Apply and Reset, export buttons and the report tabs
  • Only the tabs they may open. Without any, Reports isn’t in their sidebar.
  • Prices in the order lists show as Hidden without View Order Amount.
  • With Limit Reports by Department, money and order counts follow their department. See Limit by Department.

Frequently Asked Questions

Can I show Orders without Statuses?⌄
No. They open together.
Why does a member see Revenue?⌄
They have View Invoices, View Account Settings or View Payment Settings.