Roles & permissions
Build custom roles with a permission matrix — what each person can see and touch.
4 min read · Staff & roles
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Roles decide what a login can do. The built-ins cover most shops — owner (everything), admin, manager, cashier (till only) — but Roles lets you build exact-fit custom ones.
The permission matrix
Staff & access → Roles shows permissions grouped by module — POS, inventory, purchasing, accounting, settings. Each permission is a specific ability: sell, override price, adjust stock, post journals, edit settings.
Create a role
- Click Create role and name it — "Warehouse", "Senior cashier".
- Tick the permissions it needs. Start narrow: add abilities when someone actually needs them.
- Save — the role appears in the picker when you add staff.
Permissions worth restricting
These are the ones that move money:
- Price override — who can change a price at the till
- Stock adjust — who can write inventory corrections
- Discounts beyond a cap — who can mark down
- Accounting access — the cashbook, journals, reports
- Settings — receipt, tax, users
Built-in vs custom
| Use a built-in when | Build a custom role when |
|---|---|
| Cashier just sells | Manager can refund but can't see payroll |
| Owner does everything | Warehouse receives stock but can't sell |
Tip: Test a new role by signing in as it — the screens it can't access simply don't appear in the menu, so a quick look confirms the matrix.
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