How access works

Every staff member has a role — at all stores or at one store. A person can have different roles at different stores. What they see is the overlap of their role and your plan: a menu item only appears when both allow it.

The built-in roles

Role	What it can do
Owner	Everything, including billing and staff. Can't be removed.
Manager	Sells, discounts, voids, refunds, opens the drawer, runs shifts, opens the back office from the register, fuel prices, items and prices, customers, stock, purchasing, workforce, dashboard and reports.
Cashier	Sells at the register, runs pumps, views items and customers.

You can edit Manager and Cashier, or add your own roles, in Administration → Staff & roles → Roles.

Every permission

Group	Permission	What it allows
General	View dashboard	The Overview dashboard.
General	View reports	Reports, All reports and exports.
Point of sale	Ring up sales	Sign in to the register and sell.
Point of sale	Apply discounts	Line and sale discounts within your rules.
Point of sale	Override prices	Change a line's price at the register.
Point of sale	Void lines and sales	Remove sent kitchen items, void a paid sale.
Point of sale	Give refunds	Refunds with and without a receipt.
Point of sale	Open drawer without a sale	No sale.
Point of sale	Open and close shifts, safe drops	Shift open/close, safe drops, paid in/out.
Point of sale	Open the back office from the register	Shift → Back office.
Fuel	Authorize and stop pumps	Prepay, authorize and stop.
Fuel	Change fuel prices	Current and scheduled fuel prices.
Catalog	View items and prices	Look up items, prices and stock.
Catalog	Add and edit items	Items, barcodes, departments, quick keys.
Catalog	Manage prices and promotions	Promotions, scheduled price changes, loyalty and coupons.
Customers	View customers	Customer list and details.
Customers	Add and edit customers	Add, edit, store credit, house accounts.
Inventory	View stock	Stock on hand and history.
Inventory	Adjust stock, counts and transfers	Waste, adjustments, counts, transfers, Scan → Count/Add/Remove.
Purchasing	View purchase orders and vendors	Read-only purchasing.
Purchasing	Create orders, receive goods	Orders, receiving, vendor invoices.
Accounting	View financial reports	P&L, balance sheet, sales tax.
Accounting	Post journals, pay bills	Journal entries, bill payments, deposits, close.
Workforce	View schedules and timesheets	Read-only workforce.
Workforce	Edit schedules, approve timesheets	Scheduling and payroll approval.
Administration	Manage staff and roles	Add staff, set roles and PINs.
Administration	Manage store locations	Stores and registers.
Administration	Change business settings	Business, tax, payments, hardware, API keys.
Administration	View activity log	The permanent activity log (Owner by default).

Example roles

Role	Permissions	Why
Shift lead	Ring up sales, Apply discounts, Open and close shifts, View reports	Runs the register and sees the day's numbers but can't change prices.
Bookkeeper	View reports, View financial reports, Post journals and pay bills	Works in Accounting only.
Stock clerk	View items and prices, View stock, Adjust stock, Create orders and receive goods	Counts, receives and reorders.

Manager PIN approvals at the register

When a cashier lacks a permission — a void, a refund, a price change, a big discount, a No sale — the register asks a manager to tap their name and type their PIN on the spot. The sale continues, and the Activity log records who asked and who approved.

Adding a person

Administration → Staff & roles → Add staff: full name, email, temporary password (they choose their own at first sign-in), role and store (or all stores) and a register PIN. People who only use the register still need a login, but never need to use the back office.