Guides / 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. Open Roles

   Sidebar → People → Roles.

2. Start from a preset

   Admin, Finance and Cashier presets are sensible starting points — duplicate one and adjust.

3. Edit the matrix

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

4. Create custom roles

   Name your own — “Counter evening”, “Weekend only” — and assign the role when you invite the person.

5. Assign at invite time

   Roles are attached when someone is invited from People → Team; change them by re-inviting or editing the member.

Register your store Free to start · No card needed

More in “Team & security”