POS Roles

Control who can void, discount, or access reports on the POS.

1

What is this?

POS roles define what each staff member can do on the terminal. A Cashier can take orders and process payments. A Manager can void items, apply discounts, and view reports. You control the permissions for each role.
2

What problem does it solve?

Without roles, either everyone can do everything (risky — any staff can void orders and pocket the cash) or nobody can do anything without calling the manager. Roles give the right level of access to the right people.
3

How to set it up

  1. 1Go to Dashboard → POS Roles
  2. 2Review the default roles (Owner, Manager, Cashier, Staff) or create a custom one
  3. 3Toggle permissions for each role — voids, discounts, refunds, report access, settings access
  4. 4Save — staff logging into the POS with their PIN get the permissions of their assigned role
4

Pro tip

Lock down voids and discounts to Manager-level and above. If a cashier needs to void something, they call the manager who enters their PIN to authorize it. This creates an audit trail and prevents theft.

Still confused? Read the full article →

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