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Set up the shop

Users and roles

Give the cashier their own login. Owner, Manager, and Cashier are already defined.

Do not share the owner password with the counter. Each person gets a user. The activity log then shows a name.

Add a person

  1. Open Users.
  2. Add a user. Enter full name, email, password, and a role.
  3. Leave them Active.
  4. On Enterprise, assign the stores they may use. On a single-store plan there is one store.
New user form with name, email, password, and role
New user form with name, email, password, and role

What each role can do

  • Cashier — dashboard, POS, create and view invoices, view products, view and create customers. No settings, no stock edits, no reports.
  • Manager — the cashier screens, plus products, stock, categories, customers, vendors, invoices and payments, quotes, and reports.
  • Owner — every permission, including new ones added later.

You can copy a role and remove permissions. Open Settings, then Roles, and edit that copy. Do not strip the Owner role.

Cashier role with POS and invoice permissions ticked, settings unticked
Cashier role with POS and invoice permissions ticked, settings unticked

Next: Two-factor sign-in.