Roles and permissions

A role is a set of permissions. You give employees roles in Employees, for one branch, one register or the whole business.

Ready-made roles

Every business gets these roles. They are marked system and cannot be edited.

Role	For	In short
Owner	The business owner	Full control of the business. Also the only one who accepts the terms of service and decides whether staff must use two-step sign-in.
Administrator	Office administrator	Full administrative access.
Manager	Shop manager	Runs a branch day to day: products and prices, stock, purchasing, customers, sales, discounts, returns, voids, cash shifts, reports and audit log. Cannot manage employees, roles, devices or settings.
Cashier	Till staff	Sells at the till, opens and closes their own cash shift, looks up and adds customers.
Inventory manager	Store keeper	Products and catalog, stock adjustments, transfers, purchasing and reports.
Accountant	Your accountant	Read access to sales, cash shifts and reports including cost and margin, plus the audit log.

All permissions

Area	Permission	What it allows
Business	View business profile	See the dashboard and settings.
Settings	Manage business settings	Change Settings, payment methods and reasons.
Branches	View branches, warehouses and registers	See the branch structure.
Branches	Create and update branches, warehouses and registers	Change the branch structure.
Devices	Register and revoke POS devices	Pair and remove tills, resolve sync issues.
Employees	View employees	See the employee list.
Employees	Create, update and disable employees and their roles	Manage staff.
Roles	Create and update roles	Build custom roles.
Products	View products and catalogue	See products.
Products	Create products · Update products · Archive products	Manage the catalog.
Prices	Change selling prices	Set and schedule prices.
Inventory	View inventory	See stock levels and movements.
Inventory	Post inventory adjustments	Opening stock, adjustments, write-offs, stock counts.
Inventory	Transfer stock between locations	Send and receive transfers.
Purchasing	Manage suppliers and purchase orders	Suppliers, orders, receiving, supplier returns.
Customers	View customers · Create and update customers	Customer profiles.
Customers	Export and erase customer data (PDPA requests)	Download or erase a customer’s personal data. Owner and Administrator only, by default.
Sales	View sales	See sales in the back office.
Sales	Create sales at the POS	Sell on the till.
Sales	Apply manual discounts	Give discounts up to the higher limit and approve cashiers’ discounts.
Sales	Process returns · Void sales	Without a manager’s approval.
Cash	Open and close own cash shift, cash in/out	Run a shift on the till.
Cash	View and reconcile all cash shifts	See all shifts, close them without a count, approve cash outs.
Expenses	Record expenses	Reserved for expense features.
Reports	View reports	Open Reports.
Reports	See cost, margin and stock value in reports	Show cost figures.
Audit	View the business audit log	Open the Audit log.

Some permissions only work if the matching feature is part of your plan (for example inventory or purchasing).

Create your own role

1. Go to Roles → New role.
2. Enter a Code (for example STOCK_CLERK, cannot be changed later), a Name and a Description.
3. Tick the permissions, grouped by area.
4. Select Create role.

You can only give permissions that you hold yourself — others are shown as You do not hold this permission.

To change a custom role, select Edit and Save role. Select Archive when you no longer need it.

Start from a ready-made role

Need a cashier who may also give discounts? Create Senior cashier with the Cashier permissions plus Apply manual discounts and Process returns.