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Analytics Permissions

Analytics permissions control what a staff member can do with reports and dashboards, from viewing and creating them, to accessing company-wide reports across leads, sales, appointments, and more.

 

Why do you need analytic permission? 

Analytics often includes sensitive business data, like financials, sales figures, and company-wide performance, so these permissions let you restrict that visibility to the roles that actually need it, such as managers or owners, rather than exposing it to every staff member by default. 

Step 1: Navigate to Roles

Log in to your Pabau account, and in the left sidebar menu, click on "Team" to expand it, then click on "Team" again from the submenu.

This opens the Team page, showing four tabs: People, Roles, Teams, and Visibility. Click on the "Roles" tab.

Step 2: Open the Analytics Category

On the Roles page, you'll see a "Features" table listing every permission category down the left side, with each of your roles shown as its own column.

Find "Analytics" in the Feature Name column and click the arrow beside it to expand the category. This reveals its individual permissions, listed as separate rows underneath.

Each checkbox in the table turns that permission on or off for that role. Ticking the "Analytics" row enables all of its permissions at once, while ticking an individual row only affects that one.

NOTE: The "Owner" role's checkboxes appear greyed out, since the Owner role always has full access and can't be restricted.

Step 3: Understand What Each Permission Does
  • Can access reports page – Allows the staff member to open the Reports page.
  • Can create custom reports – Allows the staff member to build their own custom reports.
  • Can access dashboards page – Allows the staff member to open the Dashboards page.
  • Can access leads company reports – Allows the staff member to view company-wide reports on leads.
  • Can access sales company reports – Allows the staff member to view company-wide reports on sales.
  • Can access appointments company reports – Allows the staff member to view company-wide reports on appointments.
  • Can access activities company reports – Allows the staff member to view company-wide reports on activities.
  • Can access business company reports – Allows the staff member to view company-wide reports on overall business performance.
  • Can access dashboards – Allows the staff member to view existing dashboards.
  • Can create dashboards – Allows the staff member to build new dashboards.
  • Can delete dashboards – Allows the staff member to remove existing dashboards.
  • Can access clients company reports – Allows the staff member to view company-wide reports on clients.
  • Can access financial company reports – Allows the staff member to view company-wide reports on finances.
  • Can access the Team report – Allows the staff member to view the Team report.

If any of these are disabled, the staff member simply won't be able to perform that specific action.

 A few things to be aware of:

  • Permissions apply to the role, not the individual — so if you set a permission for the Receptionist role, every staff member with that role gets the same access.
  • If you don't see the right role for what you're setting up, you can create a new one and set its permissions from scratch.

By following these steps, you can control exactly what analytics-level access each role has in Pabau.

 

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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.