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Team & security

Roles & permissions

Roles are permission templates. Your cashier shouldn't see money; your accountant doesn't need menus — roles make that real.

  1. Start from a preset

    Admin, Finance and Cashier presets are starting points.

  2. Edit the matrix

    Per resource — products, orders, customers, inventory and more — set None, View, Edit or Full.

  3. Create custom roles

    Name your own (e.g. “Counter evening”) and assign it when you invite.

Good to know: Only store admins can edit roles — the page is gated.

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