Manage report access
Reports show sales and client details, so you decide who on your team can open them.
Choose who can see reports
- 1
Go to Team > Team Members and click Role permissions.
- 2
Click the role you want to change, such as Staff. The Owner role always has full access.
- 3
Open Checkout and turn View reports on or off.
- 4
Click Save, and choose whether to update the team members who already have this role.
View reports is on by default for every role. Team members without it don't see Reports in their menu. To change one team member only, use Edit role & permissions on their profile. See Manage roles and permissions.
Reports and your plan
Reports are included in your free trial. After that, they're available on plans that include Reporting. If your plan doesn't, the Reports page shows This is a premium report with an Upgrade plan button. See Manage your Zobliss plan.