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.
Users with app versions prior to 3.1.0 need to select a "Legacy role".
These are the legacy user roles:
- 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.
Below is a table of legacy 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 |
If you are using a 3.1.0 or newer app version, the "Roles" field will be applied.
Select Settings -> Roles to add more user roles or edit the existing ones' permissions.
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