Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Who Can See Which Report
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
What Members See

- 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.