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Permissions are grouped by feature area. They are assigned to roles, not individual users. Every action in the dashboard is gated by a specific permission — if a user cannot see a page, it means their role does not have the required permission.
Permissions configuration screen showing permission groups
A Manager role typically has all permissions. A Cashier role typically has no Manage or Users permissions — only what they need to operate the POS terminal.

Permission Groups

Manage

PermissionWhat it allows
Payment Types — ListView the payment types list
Payment Types — CreateAdd new payment types
Payment Types — UpdateEdit existing payment types and processor config
Payment Types — DeleteRemove payment types
Tax — ListView tax rates
Tax — CreateAdd new tax rates
Tax — UpdateEdit existing tax rates
Tax — DeleteRemove tax rates
Order Modes — List / Create / Update / DeleteDine-in, takeaway, delivery mode setup
Printers — List / Create / Update / DeletePrinter devices and routing rules
Transaction Types — List / Create / Update / DeleteSale, void, refund type configuration
Modifiers — List / Create / Update / DeleteProduct modifier groups and options
Setup — List / Create / Update / DeleteDevice profile configuration
Settings — View / UpdateGlobal account settings
Locations — List / Create / Update / DeleteBranch and outlet management
PermissionWhat it allows
Categories — List / Create / Update / DeleteMenu category management
Products — List / Create / Update / DeleteMenu product management
Brands — List / Create / Update / DeleteProduct brand management
Bulk Pricing — View / UpdateContext-specific price overrides

Users

PermissionWhat it allows
Users — ListView staff list
Users — CreateInvite new staff
Users — UpdateEdit profiles and roles
Users — DeleteRemove staff accounts
Roles — List / Create / Update / DeleteFull role management

Staff

PermissionWhat it allows
Employees — List / Create / Update / DeleteEmployee record management

Reports

PermissionWhat it allows
Reports — ViewAccess all report pages
Workday Reports — ViewAccess shift-level reconciliation reports
Import History — ViewSee bulk import logs

Online Ordering

PermissionWhat it allows
QR — ManageConfigure QR codes and online menu
Online Ordering Settings — UpdateSet logo, welcome message, and hours

E-Invoicing

PermissionWhat it allows
E-Invoicing — ViewAccess e-invoice documents
E-Invoicing Settings — UpdateConfigure MyInvois credentials and environment

How Permissions Work

  • Permissions are always assigned to a role, never directly to a user.
  • A user can have multiple roles — they receive the union of all permissions across their roles.
  • Removing a permission from a role takes effect immediately for all users with that role. Users currently logged in will lose access on their next page load.
Never grant the Users — Delete or Roles — Delete permissions to roles unless you fully trust those users. Misuse can remove accounts (including your own admin account) from the system. Always keep at least one active admin user with full access.

Frequently Asked Questions

Go to Users → Roles, open the role assigned to that user, and check whether the required permission (e.g. Reports — View) is toggled on. Save and ask the user to refresh their browser.
Yes. Create a role with only the permissions that feature requires (e.g. only Reports — View) and assign that role to the user.
The change takes effect on the user’s next page load or navigation. They will see an “Access Denied” message if they try to access a page the updated role no longer permits.
Not directly on the user page — you need to check each role assigned to the user and combine the permissions. A future update will show a merged permissions view per user.

Users & Roles

Create roles and assign them to users

Employees

Manage POS staff records

Dashboard Overview

Understand what each section does

Login Problems

Fix access issues