Skip to main content
All CollectionsSettingsPermissions
View profit and margin permission
View profit and margin permission

Control who can view profit and margin in Katana.

Mart-Mattis Niinepuu avatar
Written by Mart-Mattis Niinepuu
Updated over a week ago

Set permissions for viewing profit and margin data to ensure that sensitive financial information is only accessible to authorized team members. By configuring these permissions, you can protect critical financial metrics and maintain data security.

The view profit and margin user permission provide visibility to profitability information for sales orders (SO) and products, including access to sales reports.

The permission is enabled for all Users with default access.

Permission can be enabled or disabled when a user is invited to Katana and changed at any time from the Team page. Read more about user permissions.

To enable view profit and margin user permission, first enable the view sales prices permission.

The view profit and margin permission gives visibility to:

  • Profit information on the Done SO table

  • Profit information on Sales orders export file

  • Profit, Margin, and Cost information on the Product table

  • Insight reports:

    • Sales insights

    • Product insights

    • Order insights

    • Customer insights

Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]

Did this answer your question?