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View profit and margin permission

Control who can view profit and margin in Katana.

Michael De Giovanni avatar
Written by Michael De Giovanni
Updated today

Control which team members can view profit and margin data in Katana to protect sensitive financial information.


What does this permission do?

The View profit and margin permission gives a user access to profitability metrics for sales orders and products. This includes visibility into costs, margins, and related reports. Restricting this permission helps ensure only authorized staff can access critical financial insights.


Prerequisite

To enable this permission, the View sales prices permission must also be enabled.


Default behavior

  • All Users with default access automatically have this permission.

  • Permissions can be set when inviting a user and updated at any time from the Team page.

Learn more about user permissions


Where this permission applies

With this permission enabled, a user will see profit and margin data in:

  • Sales orders (SO)

    • Profit details in the Done SO table

    • Profit information in Sales order export files

  • Products

    • Profit, margin, and cost columns in the Product table

  • Insights dashboards

    • Sales insights

    • Product insights

    • Order insights

    • Customer insights


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