Guides / Team & security
Team & securityRoles & permissions
Roles are permission templates. Your cashier shouldn't see money; your accountant doesn't need menus — roles make that real.
- Start from a preset
Admin, Finance and Cashier presets are starting points.
- Edit the matrix
Per resource — products, orders, customers, inventory and more — set None, View, Edit or Full.
- 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.
Register your store Free to start · No card needed