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Staff and permissions

Accounts with PINs, three roles, shifts, PIN resets, a permission matrix, on-the-spot manager approval and auto-lock.

For: Admin4 min

Everyone signs in with their own PIN, so every action carries a name. Staff handles accounts and shifts; Roles & Permissions decides what each role may do.

Roles

RoleCan
CashierSell, take payments, print, see today's payments, clock in and out.
ManagerAll of the above, plus caja, refunds, bank-transfer confirmation, corrections, inventory, receiving, purchase orders, reports, audit log, custom discounts.
AdminAll of the above, plus settings, staff accounts, roles and permissions, promotions.

Staff screen

  • Add Staff — name, temporary PIN, role and language. They set their own PIN on first sign-in.
  • Clock In and Clock Out — a manager can clock someone in with their PIN and drawer float, and clock them out with a closing count and shift totals.
  • Reset PIN when someone forgets theirs; Force PIN Change to make them pick a new one next time.
  • Change language for any team member.
  • Staff management is available on the full plan.

Roles & Permissions

  • Edit Role to promote or demote someone. You cannot change your own role.
  • Permission Matrix — a grid of actions by role. Switch an action on or off and it applies immediately. Editing the matrix is available on the full plan.

Approval without switching users

When a cashier needs something above their role — a refund, a manager report, a discount below cost — the app shows Manager Access Required and a manager types their PIN right there. The action is recorded under the manager's name.

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