The three roles
| Role | Can do |
|---|---|
| Admin | Everything: settings, billing, staff, deleting data, and all sales and reports. |
| Manager | Sales, refunds, reports, products, stock and customers. Not billing, and not deleting the business. |
| Cashier | The till: ringing sales and looking up products. No reports, no prices changes, no Pay Later. |
The restrictions are enforced on the server as well as in the interface, so a restricted account cannot get at what it is barred from by any other route.
Add somebody
More, then Staff, then add a person with their name, email address and role.
An invitation is emailed to them so they can set their own password. You can send it again from the same screen if it goes astray.
Their sales appear under their name in reports, which is how Payments by Staff and the staff sections of other reports stay attributable.
What cashiers specifically cannot do
Worth knowing before you hand a phone over:
- No Pay Later: only managers and owners can extend credit, so a cashier must choose another method.
- No price changes: an item discount or a custom price entered by a cashier is coerced by the server to the permitted value.
- No reports: the menu item is hidden.
- No stock edits: counts, transfers and purchase orders stay with managers and owners.
Everything a cashier can do still works normally at the till, including offline sales.
Taking access away
From Staff, change a person's role to reduce what they can reach, or remove them when they leave.
Removing somebody signs them out and stops their access immediately. Their past sales stay on those records, because the history is what the reports are built on.
A deleted account (not a staff member) can be recovered for 30 days before it is erased for good.