Team
Roles
Define permission roles for different staff levels
Tutorial video coming soon
We're recording guides for every feature. Check back soon.
Overview
Roles group permissions together so you can define what different job functions can access. Create roles like Cashier, Supervisor, or Manager with the right access level.
Step-by-Step Guide
- 1Navigate to Roles from the sidebar
- 2Click Create Role
- 3Enter the role name (e.g., Cashier, Store Manager)
- 4Add a description
- 5Save the role
- 6Go to Permissions to assign specific permissions to this role
- 7Assign the role to employees from the Teams page
Tips
- Start with a few clear roles (Owner, Manager, Cashier) and expand as needed
- Changing a role's permissions affects all employees with that role immediately
Ready to try it?
Open the dashboard and navigate to Roles