---
title: "How to create a reporting role"
description: "Set up a read-only Staff role with the right permissions, so managers and stakeholders can view analytics without being able to change content."
source: "https://docs.blend-ed.com/product/users-roles-and-teams/how-to-create-a-reporting-role/"
---

# How to create a reporting role

**Who can do this:** Super Admin, Admin, or Staff with the User Management permission

A reporting role can see what’s happening on the platform without being able to change anything. Useful for managers, stakeholders, and anyone who needs numbers but shouldn’t edit content.

## Steps
**Step 1:** Invite the person as **Staff**, or change their role to Staff.

**Step 2:** Go to **Users > Staff**, click the **⋮** menu on their row, and choose **Edit all permissions**.

![How to create a reporting role screenshot 29](/_astro/image1d.uxE-NmWS_2hfuWJ.webp)

**Step 3:** Tick these permissions:

| **Category** | **Permission** |
| --- | --- |
| Courses & Programs | View Analytics |
| Library | Library View |
| Others | Certificate View |

**Step 4:** Leave everything else unticked. In particular, leave **Billing View** off unless this person genuinely needs financial figures.

![How to create a reporting role screenshot 30](/_astro/image1e.DFONzzu8_2pDX0t.webp)

![How to create a reporting role screenshot 31](/_astro/image1f.BAk_vPtX_ZCtOBw.webp)

![How to create a reporting role screenshot 32](/_astro/image20.Dwn-2nNw_Z28BYbh.webp)

**Step 5:** Click **Save Changes**.

## What they can now do
View analytics across courses and learners, see generated certificates, and browse the content library.

## What they cannot do
Create or edit anything, manage users, or change any setting.

**Tip:** This is the safest role to hand out. If someone asks for access and you’re not sure what they actually need, start here and add permissions when they hit a wall.

## Related articles
- [General overview: Staff permissions](/product/users-roles-and-teams/general-overview-staff-permissions/)
- [How to create a course author role](/product/users-roles-and-teams/how-to-create-a-course-author-role/)