Roles

Who can use this: view role to open the list. create role, edit role, and delete role for those buttons. Where to find it: User Management > Roles

What is this?

A role is a job name, such as cashier or manager. Users pick a role on the user form. What the role can do is set under Permissions.

Before you start

Decide the job names you need. Move users to another role before you delete one.

Steps

1. Open User Management > Roles.

   

2. Click Role.

3. The window title is New Role.

   

4. Type Role Name.

5. Leave Admin level on Staff (default — most roles) unless you know you need another level.

6. Click Save.

7. Click Close to leave without saving.

Field guide

Field	Required?	What to enter
Role Name	Yes	A job name, such as Sales Executive.
Admin level	No	One option from the list below.

Admin level choices

Choice	When to use it
Staff (default — most roles)	Most staff.
Admin	Shop managers.
Super Admin	The owner. This home can see all sales totals.
Manager	A manager template.
Cashier (old template)	An older cashier template.
Sales Rep (old template)	An older sales rep template.

Edit or delete

1. Open Action on the row.
2. Click Edit. The title becomes Edit Role.
3. Change the name or admin level, then click Save.
4. Click Delete.
5. Read Are you sure want to delete?
6. Click Delete to confirm, or Cancel to stop.

What you will see

The table columns are Action, ID, and Role Name. The new role appears in Select Role on Users. The role cannot work until you assign permissions.

Tips

• Create the role before you create the user.
• Use Staff (default — most roles) for cashiers.

Common problems

Problem	Solution
Role is missing	You need create role.
The user still cannot open a menu	Assign permissions for that role.
Delete does not remove the job	Users may still be on that role. Move them first. CHECK: the page does not show a user count.

Related pages

• Permissions
• Users
• Suggested setup order