Can I Create a Role Limited to Reporting/Analytics Only, Scoped to a Single Billing Group?

Yes. You can create a role that only has access to the Analytics section, so that user can't see or manage numbers, billing, or other settings.

To limit that role's reporting further to just one billing group, enable Data Access Control for that role. Once enabled, the user will only see data belonging to their assigned billing group, even if filter dropdowns still list items outside of it.

 

See the Data Access Control by Billing Group article for setup details.

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Updated:

September 2nd, 2026

Author:

Louise Ross

Updated By:

Louise Ross

KB ID:

3926354

Page Views:

35

Tags:

analytics, billing, scope, permissions, reporting

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