👥 Section 4
Users & roles
Give each staff member a login and only the access they need.
On this page
Create a role
Settings›Roles
- Click Add and name the role, e.g. Cashier or Store Manager.
- Tick the permissions this role needs: view, create, edit and delete for each module.
- Choose which locations the role can access, or All locations.
- Save.
💡
Use "view own" permissions so sales staff only see the sales, customers and leads they created or were assigned.
Three typical roles
| Role | Can do | Can't do |
|---|---|---|
| Cashier | POS sales, add customers, open/close register | See purchase prices, reports, settings, delete sales |
| Store Manager | Everything at Main Store, incl. purchases, stock and reports | See other locations, change business settings |
| Accountant | Accounts, payments, expenses, all reports | Make POS sales |
Add a user
Settings›Users
- Click Add, enter the name, email, username and password.
- Select the user's role and allowed locations.
- Optionally set a sales commission percentage and the maximum discount they may give.
- Save. The user can sign in on the web and in the mobile app straight away.
A new cashier
Add user Ravi, username ravi.pos, role Cashier, location Main Store, maximum discount 5%. Ravi can bill customers at Main Store only, and can't give more than 5% off.
Sales commission agents
Settings›Sales Commission Agents
Add agents who earn commission but don't need a login. Pick the agent on a sale and see their earnings in the Sales Representative report.
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