Permissions + roles
| Permission | What it allows |
|---|---|
| View reports | Open the Reports and Scheduled Reports pages and see report figures. |
| Manage reports | Create, change and delete scheduled reports. |
To give a staff member access:
- Open Customers → User Groups and pick their group (for example "Accounts").
- Tick View reports (and Manage reports if they should set up emails).
- Save. They may need to sign out and in again.
The Dashboard shows store figures to staff who can open it; give dashboard access only to people who should see sales.
Sellers never see the admin reports.