Roles and permissions

Roles control what each group of users can see and do.

Create a role

1. Go to Company Settings > People And Access > Permissions > User Roles.
2. Enter a Name, such as Cashier or Store Keeper, and Save.

Assign permissions

1. Go to Assign Permissions and pick the role.
2. Use "Search permissions…" to find what you need, or Expand all to browse.
3. Tick the permissions the role needs. Use Select all or Clear all for a whole group.
4. Save.

Tips

• Give each role only what it needs. For example, cashiers usually don't need Cancel invoice.
• Users pick up permission changes the next time they load a page.

Still stuck? Open Help & Support (the ? button at the top of any page) and send us a request. We can see which page you were on, so a short description is enough.