Roles & Permissions
Create custom roles with granular permissions to control what each staff member can do. The system has 62 capabilities across 13 categories.
Creating a Role
- Go to HR > Access Rights.
- Click Create Role.
- Name the role (e.g., Cashier, Manager, Supervisor).
- Set the role level (1-5) to define where this role sits in the org hierarchy.
- Check the capabilities to grant from each category.
Permission Categories
| Category | Controls |
|---|---|
| POS | Process sales, apply discounts, issue refunds, manage tables, void transactions |
| Shift & Cash | Open/close shifts, view cash reports, manage petty cash |
| Products & Inventory | Manage products, categories, modifiers, stock levels, transfers |
| Customers | View/manage customers, loyalty programs, customer analytics |
| Suppliers & Purchasing | Manage suppliers, create purchase orders, receive goods |
| Accounts Payable | Manage supplier bills, record payments |
| Expenses | Submit and approve expenses |
| Accounting | Chart of accounts, journal entries, financial reports, bank reconciliation, general ledger |
| HR & Staff | Manage staff, schedules, attendance, payroll, approvals |
| Production | Production orders, templates, and reports |
| Reports & Analytics | Sales reports, financial reports, dashboards |
| Marketing | Social media, content planner, image studio, gallery, coupons, promotions |
| Store Settings | Store configuration, payment types, receipt settings, device management |
Built-in Roles
Every store starts with four default roles:
- Owner (Level 5) — Full access to everything. Cannot be restricted.
- Manager (Level 4) — Broad access to back office, reports, and staff management.
- Accountant (Level 3) — Focused on accounting, expenses, and financial reports.
- Cashier (Level 1) — POS access for processing sales, refunds, and shifts.
You can modify built-in roles or create additional custom roles as needed.
Org Hierarchy Levels
Each role has a level (1-5) that determines management authority:
- Higher-level users can manage, approve requests for, and assign tasks to lower-level users within their department.
- The store owner bypasses all level checks.
- Levels also affect what data users can see in reports and the AI assistant.