Assign roles and permissions

Roles group the authorities an employee needs. Console access, branch-app access and sensitive actions such as refunds or journal posting have separate controls.

Configure a role

1. Open Manage › Roles and create or edit a role.
2. Enter a clear name.
3. Review authority groups and enable the required actions.
4. Save the role.
5. Open the user record and assign the role and permitted branches.
6. Sync and test the employee's app access.

A read-only authority can show records while hiding create, import or edit actions. Branch scope also limits which records the user can access.

Review refund, availability, cash operations and accounting authorities individually.

Save the changes and tap Sync on the main cashier before checking the branch apps. The console and the till can show different settings until that exchange completes. Check the branch and signed-in user's role if an action or record is missing, and test the changed setting before busy service.

Read users and PINs and staff sign-in.