Reports show your money, so only the roles you choose can open them. You give access through the role, not through each person.
Do it when a manager or an accountant needs to follow the numbers.
Before you start
- You need a role you can edit. System roles cannot be changed.
Step 1. Open the role
In the side menu, under Management, select Roles. Press the pencil on the role's row, or press Add Role to make a new one.
Step 2. Tick the report permissions
Under Permissions, open the Reports & Analytics group. Tick View Reports to open the report pages, and Export Reports to download them as CSV or Excel files.
To show cost of goods and profit too, tick View Purchase Costs in its own group.
Step 3. Save the role
Press Save. Everyone with this role now sees the Reports & Analytics section in their side menu.
The POS Report follows the Point of Sale permissions, so a cashier can open it without View Reports.
Result
Staff with this role open the reports you allowed, and download them only if the role has Export Reports.