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How to hide margins, profits and costs from certain users


You can restrict specific information that you do not want your users to view on either the Sales Orders (Margin or Profit) and/or View Sales Orders (Average Profit, Costs and Total Profit) pages.

  1. From the main menu, go to Settings, Security, Role Permissions.

  2. Select the role that you want to update from the Role drop-down menu.

  3. Expand the Sales permission section, further expand the Sales Order and/or View Sales Orders sub sections.

  4. Within each sub-section, click the padlock icon so that it turns locked and grey for each detail you want to restrict the user's view of (e.g. profit and margin). 


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