Help Center

Roles & Permissions

Define exactly which pages and which actions each employee can use.

Step by step

  1. 1

    Every employee has a base role — Owner, Manager, Cashier, Waiter, Chef, or Delivery — each with sensible default access.

  2. 2

    For tailored access, open “Settings → Custom Roles” (owner only).

  3. 3

    Press “New Role” and pick a name and color.

  4. 4

    In the permission matrix, tick exactly what’s allowed: View/Add/Edit/Delete per area (menu, inventory, customers, …) plus sensitive actions like void order, refund, discount, export reports, and open cash drawer.

  5. 5

    Save the role, then assign it to an employee from “Human Resources”.

  6. 6

    From then on the employee only sees the pages and buttons they’re allowed to use, and the server rejects any unauthorized request.

Tips

  • Governance permissions — billing/subscription, managing branches, and defining roles — stay owner-only.
  • A custom role overrides the base role’s defaults; delete the role and the employee reverts to base access.

Need help?

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