Recommended Role Structure
Most businesses can start with four practical roles: owner, administrator, manager, and cashier.Owner
Controls the business workspace, billing, team access, stores, products, reports, integrations, and subscription details. Keep this role limited.
Administrator
Helps run the business at a high level. Administrators may manage stores, products, inventory, purchases, sales, team members, and reports.
Manager
Usually operates one or more stores. Managers may manage stock, receive purchases, review store reports, handle adjustments, and supervise cashiers.
Cashier
Mainly uses point of sale. Cashiers can search products, record sales, accept payment, and print receipts without managing billing or business settings.
Store-Level Access
If your business has more than one store, assign users only to the stores they work in. This keeps sales and stock activity clean. For example, a cashier at Store A should not accidentally record a sale in Store B. A manager responsible for two stores can be given access to both stores.Set Permissions Safely
Use the principle of least privilege. Give users enough access to do their job, but not more than they need. Before giving elevated permissions, ask whether the person needs to:- See financial reports
- Update product costs
- Manage team members
- Access all stores
- Change business settings
- Manage billing or subscription details
Review Access
Review team access regularly, especially when:- A staff member changes role
- A staff member leaves the business
- A new store opens
- Billing responsibility changes
- You notice unusual activity