Roles & permissions

Go to Settings → Roles & Permissions to create custom permission groups for your staff (e.g. "Cashier", "Warehouse manager", "Accountant").

Creating a new role

1. Click Add role, enter the Role name.
2. In the Permissions list, check the specific permissions to grant this role (grouped by area: sales, products, inventory, customers, reports, settings, ...). Use Check all to quickly select an entire group.
3. In the Users section, pick the employees to assign this role to right away (or leave it empty and assign it later from the Employees page).
4. Click Save to create the role.

Editing / deleting a role

Click Edit role to rename it, or change the permissions or assigned users — saving applies immediately to every employee under that role. Click Delete to remove a role — you can't delete a role that still has at least one employee assigned; unassign everyone from it first.

Note: only an account with role-management permission sees and can edit the Roles field when editing an employee on the Employees page — an account with plain employee-management permission won't see the role-assignment section, preventing anyone from escalating their own or someone else's access.