Homepage - Role-Based Access for Business Overview and Reports
The Business Overview dashboard contains sensitive company performance data and should only be visible to certain roles.
It would be helpful if administrators could control which users can access the Business Overview and specific reports. For example, a Customer Service Manager may need access to invoice reports to follow up with customers, but should not have visibility of overall business performance metrics.
More granular report and dashboard permissions would allow businesses to protect sensitive financial information while giving staff access only to the data they need.
Wern Wern Ling
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