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What permissions grant access to reports (dashboards) and what permissions grant access to cash flow

Which permission in a user role enables access to reports (dashboards) and which enables access to cash flow.

Written by Petr Pech

Both dashboards and cash flow are made accessible to a user through a user role, but each of them requires a different permission.

What you want to enable

Permission in the user role

Dashboards

Dashboards

Cash flow

Tools → User queries

This is because cash flow is built on top of user queries — without access to them, it won't be displayed to the user, even if they have the Dashboards permission.

⚠️ Cash flow is only available in the Premium plan. In the Basic and Business licenses, it cannot be enabled even by adjusting permissions.

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