Everyone sees the part of the business they run
Give each person one or more roles, such as Cashier, Outlet Manager or Accountant. The sidebar and every screen follow what those roles allow, and you can withhold a single permission from one person.
Assign Roles · Pratima Rai
Team members
Pratima Rai New
In short
Roles decide what each member of a business can see and do: a role carries a set of capabilities, and the sidebar only shows the sections those capabilities cover. Owners assign roles from Manage Users and can customise permissions for one person without changing the role.
The problem it solves
When everyone logs in as the owner, the new cashier can see the profit report and anyone can issue a refund. Making separate logins by hand for each job is how access drifts out of date.
How it works
4 steps, start to finish
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1
Open Manage Users
Every member of the business is listed with the roles they hold.
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2
Assign Roles
Pick one or more roles and use View capabilities to see what each includes.
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3
Adjust one person
Customize permissions lets you uncheck a permission to revoke it for this user only.
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4
Or copy a colleague
Copy access from another member gives a new person the same roles as someone doing the same job.
In detail
What roles does for you
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Roles for real jobs
Templates such as Cashier, Waiter / Order Taker, Front Desk / Reception Agent, Warehouse Manager and Accountant.
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The sidebar follows the role
A section only appears when the person holds the capability behind it.
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Per person changes
Withhold a single permission from one member without editing the role.
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Copy access
Copy roles from another member in one step.
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Resulting access
See the combined access a person ends up with before you save.
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Administrator has limits
An Administrator cannot change the business type, delete the business or reach billing.
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Yes. Assign several roles and the person gets everything they include together.
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Yes. Customize permissions lets you uncheck a permission for that user only; everyone else with the role keeps it.
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The role templates switched on for your type of business, such as Manager, Cashier, Outlet Manager, Attendance Manager or Reports Viewer, plus any roles of your own.
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Your plan sets the member limit. Manage Users says when the limit is reached, or Unlimited on this plan.
Works together with
Roles · Free to start
Try roles on your own business
Set up in a couple of minutes. Your catalogue, orders and books stay yours to export.
- Live in 2 minutes
- Free to start
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