User permissions

Better Reports relies on the authentication and permission model of the platform you connect from. This determines who can view and run reports, and where reports can be accessed.

This article explains how user access is managed in Better Reports based on your account type.

To learn more about account types and their configuration, see Account types.

In this article:

• User permissions for Shopify Integrated App accounts
• Report visibility settings for the Shopify POS app
• User permissions for Standard accounts (other connectors)
• Need more support?

User permissions for Integrated App accounts

Integrated App accounts use Shopify for authentication. This means all user permissions are managed in your Shopify admin, not within Better Reports.

App access

Any user with permission to use apps in your Shopify admin can open Better Reports and view all reports and data.

There is no option in Better Reports to set user-level or report-level permissions for Integrated App accounts.

Manage user permissions

You can control who can access Better Reports by adjusting staff permissions in your Shopify admin. From Shopify, you can:

• Add or remove staff access to apps
• Limit which users can access the Shopify admin

Shopify Plus merchants also have access to more granular, app-specific permission controls.

You can learn more about managing staff permissions in Shopify’s help documentation on staff permissions.

Limiting access to Better Reports

If you want to restrict access to reports more tightly, you can remove access to Better Reports in the Shopify admin and use a Standard account instead. This allows you to invite only selected users to access reports.

To remove Shopify admin access, contact the Better Reports support team using the Help widget.

Report visibility settings for the Shopify POS app

Each report includes visibility settings that control where it can be accessed. You can find these settings in the top-right corner of an individual report.

Built-in reports may have different visibility settings depending on their purpose.

• Hidden on POS: Hides the report from POS apps. By default, all custom reports are saved with this setting.
• Visible on POS: Makes the report available in POS apps and includes all location data.
• Visible on POS (location): Makes the report available in POS apps and filters the data to the location accessing it.
  • Example: A staff member viewing a report from POS Location 1 cannot see for POS Location 2.

User permissions for Standard accounts (other connectors)

For Standard accounts, access is managed directly within Better Reports. Only users who are explicitly invited to an organisation can view and run reports.

This makes it easier to limit report access to specific users without relying on an external platform’s permission system.

To learn how to invite users to your organisation, see Invite users.

Better Reports offers two user roles:

• Admin: Can manage settings, connections, users, and billing
• Member: Cannot manage settings, connections, users, and billing