Roles and permissions

What is a role?

A role is a bundle of permissions that an employee gets when assigned to it. Roles live at the store level — one store can have many roles.

• Presets come with every store: Admin, Manager, Employee, Cashier.
• Custom roles — owners create them when presets don’t fit.

You can tune presets (add / remove modules) but cannot delete them.

Modules and levels

Each module controls access to one feature area. Levels are:

Level	What it lets you do
None	No access — the menu / page is hidden / blocked.
Read	View only. Cannot create, edit, or delete.
Write	Create and edit. Most day-to-day users want this.
Manager	Full CRUD — also delete and reassign. Required for staff management.

Modules you’ll see in the role editor

Module	Lets you access
dashboard	Home page, KPIs.
order	Orders list, create order, work shifts, deliveries.
pos	Fullscreen POS lane and POS workspace.
product	Catalog (products, categories, units, attributes, tags, suppliers, gallery).
inventory	Warehouses, stocks, lots, adjustments, transfers.
customer	Customers and categories.
coupon	Discounts / coupons.
finance	Sales reports, refunds, transactions, expenses, receivables.
store	Store list and configuration.
employee	Employees / staff management.
settings	Notifications, devices, terminal, shift templates.
role	Roles editor (owners only).
notification	Messages to staff.

If a module is None, the link in the sidebar is hidden — but bookmarked URLs still hit the access gate, so don’t share links an employee can’t open.

What the presets give you

Preset	Highlights
Admin	Every module write or manager. Can’t edit roles itself.
Manager	Orders / inventory / customers / finance manager; employee manager so they can CRUD staff; product.view_cost capability.
Employee	POS, orders, basic inventory, customers read.
Cashier	Lane only — pos write, plus order / product / customer read so the cashier can browse and look up.

Tip for owners: start with Manager for supervisors, Employee for part-timers, and Cashier for lane-only staff. Reserve Admin for yourself / a co-owner.

Edit a role

1. Owner opens Roles → picks a row.

2. Edit to add or remove modules / change level.
3. Save. Employees pick up the change on next sign-in or token refresh.

Removing a module hides the link the moment the page reloads — they won’t lose data, they just can’t open the screen anymore.

Common questions

Employee still sees the old role after I change it. They need to reload the page or sign out / sign in. The change applies on the next token refresh.

Removing pos write broke my cashier. Yes — without pos write they can’t open the sale screen. Put pos back to Write for cashiers.

A preset has a level I don’t want. Open the preset, switch to None (or any level you prefer) on the specific module, save. Presets are templates — they can be tuned.

I want one employee to view cost and another not to. Make two custom roles: one with product.view_cost, one without. The view_cost is a capability granted via product’s manager level.

Related

• Employees and stores — assigning roles to people.
• POS / Checkout — what cashiers see.