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E8. Access & Permissions🔗

In brief🔗

This screen centralizes rights management: which role can do what, and which sensitive actions (discounts, refunds, cash withdrawals, etc.) are unrestricted, require a manager's approval, or are forbidden. This is where you protect your till against mistakes and abuse.

Who / when🔗

For the manager who defines how the team is organized: at go-live, when a new staff member joins, or to tighten control over risky operations (overly large discounts, abusive refunds).

How to get there🔗

System → Access & Permissions

Prerequisites🔗

🔑 Manage authorizations

Screen tour🔗

Access and permissions

At the top, three metrics summarize the configuration (configured roles, active rights, approver roles) and a Refresh button. Below, four tabs and the Save button:

  • Users: cards per role (Admin, Cashier, Kitchen, Manager, Server, etc.) showing the number of active rights and a Edit this role button. A Approver badge marks the roles allowed to approve sensitive actions. Open users and View history buttons.
  • Roles and rights: for each role, the permission groups you enable or disable: Sales and till, Orders, Menu, Stock and kitchen, Reports, Administration.
  • Sensitive actions: for each action, a policy among Allowed, Require approval (a manager must approve) or Forbidden. Here you also set limits: maximum discount percentage, maximum amounts for refunds, cash withdrawals, supplier payments, and accepted closing variance, as well as the ticket cancellation policy.
  • History: the trail of rights changes.

Step-by-step🔗

Understand the logic: role first, then adjustment🔗

A user inherits the rights of their role. So you first choose a person's role (Users tab / Users page), then adjust that role's rights under Roles and rights.

Edit a role's rights🔗

  1. Open the Roles and rights tab (or click Edit this role from a card).
  2. Enable or disable permissions by group (Sales and till, Stock and kitchen, etc.).
  3. Click Save.

Govern a sensitive action🔗

  1. Open the Sensitive actions tab.
  2. For the action concerned (for example a discount), choose the policy: Allowed, Require approval, or Forbidden.
  3. Set the associated limit if one exists (maximum discount %, maximum amount for refunds, cash withdrawals, supplier payments, tolerated closing variance).
  4. Click Save.

Review the changes🔗

Open the History tab (or the View history button) to see who changed what.

Messages & edge cases🔗

  • Changes are applied only after you click Save.
  • Require approval means a cashier can launch the action, but an approver role must approve it. Make sure at least one role is marked Approver.
  • A role with no rights at all (for example Server with 0 rights) will not be able to open any restricted screen.

Tips🔗

  • Set risky operations (refund, cash withdrawal) to Require approval rather than Allowed: you stay in control without slowing down service.
  • Regularly check the History tab and the Audit log to track rights changes.

See also🔗