Roles & Permissions
Define exactly which pages and which actions each employee can use.
Step by step
- 1
Every employee has a base role — Owner, Manager, Cashier, Waiter, Chef, or Delivery — each with sensible default access.
- 2
For tailored access, open “Settings → Custom Roles” (owner only).
- 3
Press “New Role” and pick a name and color.
- 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
Save the role, then assign it to an employee from “Human Resources”.
- 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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