When adding new users, it is necessary to define their user roles. Roles can be viewed as clusters of permissions over system functions, ranged from unrestricted to restricted.
- Administrators are users with administrator permissions. In simple terms, they are highest-level users with all permissions, including those to modify and edit other users' user roles and credentials (on the same account).
- Managers have all sales permissions but are restricted from altering the system configuration.
- Cashiers are users with limited permissions. They can issue invoices, and they can only see the invoices they’ve issued and can not cancel invoices nor refund payments. Cashiers are not allowed to add or edit products. They cannot see the reports.
Assigning more than one user role per user is not allowed.
Below is a table of role permissions over different functions.
| SYSTEM FUNCTION | ADMINISTRATOR | MANAGER | CASHIER | RESTRICTED CASHIER |
| Add discount to cart | Allowed | Allowed | Allowed | Per item allowed, on cart restricted |
| Delete an open (saved) order | Allowed | Allowed | Allowed | Restricted |
| Add custom item to cart* | Allowed | Allowed | Allowed | Restricted |
| Void saved item from cart | Allowed | Allowed | Allowed | Restricted |
| Comp item(s) from cart | Allowed | Allowed | Allowed | Restricted |
| Add a manual surcharge to cart | Allowed | Allowed | Allowed | Allowed |
| Open cash drawer manually | Allowed | Allowed | Restricted | Restricted |
| Make a refund | Allowed | Allowed | Restricted | Restricted |
| Edit products | Allowed | Allowed | Restricted | Restricted |
| Add products | Allowed | Allowed | Restricted | Restricted |
| Correct invoices* | Allowed | Restricted | Restricted | Restricted |
| Clean application data | Allowed | Restricted | Restricted | Restricted |
| Toggle Open checks on/off | Allowed | Restricted | Restricted | Restricted |
| Toggle Shift management on/off | Allowed | Restricted | Restricted | Restricted |
| Select register mode | Allowed | Restricted | Restricted | Restricted |
| Create user sessions (pull cashiers button) | Allowed | Restricted | Restricted | Restricted |
| Edit notes | Allowed | Restricted | Restricted | Restricted |
| Access over other open orders | Allowed | Restricted | Restricted | Restricted |
*Add custom item to the cart - one-off item created just for the current order.
*Correct invoices - negative posting, the function is not enabled by default and is country-specific.
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