A role is a set of permissions. Make one role for each kind of job, such as Cashier or Inventory Manager, then give that role to everyone who does that job.
Each staff member has one role and gets every permission in it.
Before you start
Give each role only what the job needs. Seeing something and changing it are often separate permissions.
Roles marked System can be viewed but not edited or deleted, and you cannot give them to staff.
A role cannot open a feature your plan does not include. A locked page stays locked.
1. Open Roles & Permissions
In the side menu, under Management, select Roles. The Roles & Permissions page lists each role with its description, how many permissions it has, how many staff have it, and when it was created.
Every role with its description, its permission count, how many staff wear it and when it was made.
2. Add a role
Press Add Role. Enter a Role Name your team will recognise, such as Sales or Inventory Manager, and a short description of what it is for.
Give the role a name your team will recognise, and one line saying what it is for.
3. Choose the permissions
Under Permissions, permissions are grouped by dashboard area. Open a group to tick permissions one by one, or tick the group's own box to select everything inside it.
The counter at the top shows how many are selected, and each group shows how many of its permissions you ticked. Rest your pointer on a permission name to read what it allows. Take extra care with permissions that edit, delete, publish, handle money or manage other staff.
Permissions live in groups, one per area. Open a group to tick them one by one, or tick the group itself.
4. Find a permission
Type in Search permissions to filter by permission name or group name. This helps when the role needs one specific action.
The search box filters as you type, and matches permission names and group names alike.
5. Save or edit the role
Press Save. The role appears in the list and you can now choose it when you add staff.
To change a role later, press the pencil on its row. Your saved changes apply to every staff member who has that role. If one person needs different access, make a separate role for them instead of changing the shared one.
The pencil on a role's row reopens the same dialog whenever the job changes.
Deleting a role
Press the bin on the role's row. A role that is given to staff cannot be deleted. Give those staff members another role first, from their own page in Staff, then delete the unused role.
Result
The role appears in the Roles & Permissions list with its permissions, and you can choose it when you add staff.