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How to restrict staff access to Business Summary only?

Team Sapaad
February 3, 2026
Staff Management

To restrict staff access rights:

Step 1: Visit Setup > Staff.
Step 2: Select the staff role you want to update.
Step 3: Click the Edit Role button.
Step 4: Under Dashboard, only check Business Summary Reports.

Watch our video guide below to restrict staff access to Business Summary Reports only.

 

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