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How to hide financial information from staff on the Home page of the New Back Office

Switch off two staff role permissions so financial figures no longer appear on the Home page.

Your Home page adapts to each user's role. Financial figures — revenue, purchases and invoices — stay visible as long as a role holds either of two permissions.

If staff members can see financial information you'd rather keep private, an owner account can switch off both permissions below. Removing only one isn't enough: the Home page keeps showing financial data until both are off.

Steps

  1. Log in with an owner account

  2. Go to Settings → Staff → Roles

  3. Open the role assigned to the staff member

  4. Untick Report → See purchases report

  5. Untick Transactions → See invoices

  6. Save

The staff member will see the change the next time they log in.

Good to know

  • Permissions are set at role level, not per user — every staff member assigned to that role is affected.

  • If one person should keep financial visibility, create a separate role for them.

  • Switching these off also removes access to the purchases report and to invoices themselves, not only the Home page figures.

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