Roles and access: what staff can see and do

Roles decide what each staff member is allowed to do on the POS and in the back office. The right role gives people what they need – and keeps sensitive functions like refunds and reports for managers.

Steps

1. Open staff: Go to Staff / Users in the back office.
2. Pick a staff member: Click the person you want to change.
3. Set the role: Choose a role (for example cashier, shift lead or administrator). The role decides access.
4. Save.

Typical differences between roles

• Cashier: sell and take payment, but not necessarily refund or see reports.
• Shift lead: also discounts, refunds and cash-up.
• Administrator: full access, including menu, prices and settings.

Good to know: Sensitive actions can require a manager PIN on the POS even when a cashier is logged in. That gives control without logging out.

Tip: Give people the least access they need for the job. It reduces mistakes and shrinkage. See "Adding a staff user and setting their POS PIN".