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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