Roles and permissions
Make your own roles - for example a senior cashier who can give discounts up to 10% and add products, but not cancel bills.
The POS comes with Admin, Manager and Staff, and Captain for restaurants. When none of them fits a job, make your own role.
Professional plan and above.
Make a role
- Go to Settings › Roles & permissions. You can also get there from Settings › Users.
- Click New role, or click Make a copy under Manager or Staff to start from it.
- Give the role a name, such as Senior cashier or Shift lead.
- Under Copy ticks from, choose a role and click Copy, then change what you need.
- Tick what the role can do in each area. Ticking any right also ticks View, and clearing View clears the row.
- Under Everything not in this list works like, choose Manager or Staff.
- Click Save role.
Discounts and tips
In Discounts and tips:
- Give discounts lets the person add or change a discount on a bill.
- Largest discount sets the most they can give, as a percentage of the bill. Leave it empty for no limit.
- Add tips lets them add or change a tip.
The POS checks this on the server every time a bill is saved, on any device. A customer's automatic tag discount always applies.
Give it to people
- Go to Settings › Users and click Change Role under the person.
- Choose the role under Custom roles and save.
It applies from their next click. Give a custom role once the person has accepted their invitation. Admins, Captains and the business owner can't have a custom role.
What the areas cover
| Group | Areas |
|---|---|
| Selling | Billing screen, discounts and tips, kitchen tickets and display (restaurants), orders (cancel bills), payments received (void), refunds or sales returns, invoices (retail), online orders, registers and Day Close, customers and tags, reports |
| Products or menu | Products, categories, variations and addons, area prices, happy hour and combos, stock adjustments, labels, import and export |
| Restaurant | Tables, dining areas and waiters, raw materials and recipes |
| Purchases and money | Purchases and vendors, purchase returns, expenses |
Good to know
- Users, billing and tax settings, printers, the plan and the audit trail always stay with Admins.
- The menu, the phone menu and Home show only what the role can open. Sales figures on Home need the Reports tick.
- When you delete a role, its people keep working as its base role.
- If your plan drops below Professional, or the trial ends, custom roles keep working, but only within their base role. Extra rights pause, and anything the role takes away, including a discount limit, stays. Nothing is deleted, and upgrading brings everything back.