
Roles
A role is a named set of permissions (e.g. Cashier, Manager, Supervisor). Every user must be assigned at least one role.Create a Role
Select Permissions
Toggle the permissions this role should have. See Permissions for a full list.
Users
User Fields
| Field | Required | Description |
|---|---|---|
| Name | Yes | The user’s display name, shown in reports and the audit log |
| Yes | Used as the login username — must be unique across your account | |
| Password | Yes (on create) | Set a temporary password; ask the user to change it on first login |
| Role(s) | Yes | One or more roles to assign. Permissions are additive across all assigned roles |
| Active | No | Toggle off to disable login without deleting the account |
Invite a New User
Edit or Deactivate a User
Click the Edit (pencil) icon next to any user. Toggle Active off to prevent login without deleting the account. Their historical data (sales, reports) is preserved.Frequently Asked Questions
Can a user have multiple roles?
Can a user have multiple roles?
Yes. Permissions are additive — the user gets the union of all assigned roles’ permissions. For example, assigning both a Cashier and a Supervisor role gives the user all permissions from both.
Can I delete a role that is currently in use?
Can I delete a role that is currently in use?
No. You must reassign all users away from the role first, then delete it. The system will warn you if any users are still assigned.
A user cannot log in after I changed their role — why?
A user cannot log in after I changed their role — why?
Role permission changes take effect on the next login. If the user was already logged in, ask them to sign out and sign back in. If the login still fails, check that the account is set to Active.
What permissions does a Cashier role typically have?
What permissions does a Cashier role typically have?
A Cashier typically has no Manage, Users, or Reports permissions — only the ability to operate the POS terminal. See Permissions for the full list of available permissions to choose from.
Related
Permissions
See what each permission controls
Employees
Manage POS staff records and PINs
Dashboard Overview
Understand the full dashboard layout
Login Problems
Fix sign-in issues