What each role can do

Owner: everything, always. The role can't be restricted, and only an owner can make someone else an owner or change an owner's record.

Administrator: everything except changing what each role can do, switching the accounting mode, and making someone an administrator or an owner.

Manager: runs the shop. Sales, refunds, fixing and cancelling invoices, layaways, stock, orders, customers, treatments, the rota, time off, targets and bonuses. By default not adding people, opening other people's salary pages or running payroll.

Seller: the till. Sales, new customers, layaways (but not cancelling one), gift cards, treatments, check-in, closing the day, and their own results and salary. No refunds and no settings by default.

Logistic: stock. Products, stock counts, purchase orders, transfers, suppliers and reorder, with cost prices, plus the accounting reports and expenses to plan buying. No sales.

Human Resources: people. Editing team members, check-ins, targets, everyone's salary, bonuses, payroll runs, the rota and time off. Adding a new person stays with the owner and administrators.

Marketing: customers and offers. Looks up customers and what they spend, exports the list, sees the company dashboard, and writes and sends offers.

Internal Service: looks up customers and products and sees its own results. If you use this role, give it more on By role.

A seller can put a sale on layaway, take payments and hand the goods over, but not cancel a layaway: Cancel layaway is off for Seller. Any seller may still continue any layaway (Layaway: hold items while a customer pays over time).

A seller can't refund by default (Refund invoices), so a manager does it (Refund a sale).

A manager opens their own salary page but not other people's, and can't run payroll: that is Human Resources, administrators and the owner (Team salary and payroll runs).

To let every seller refund, pick Seller, turn on Refund invoices under POS & sales and tap Save changes.

The role decides what someone can do; Where they work on their record decides where (Regions and shops: who sees what).

With regions ticked, they see only those regions' shops, sales and customers, unless their role has the matching “in all regions” permission, such as View customers in all regions.

The Individual users tab lists anyone who has exceptions of their own. An exception always wins over the role; Open user → opens their record.

New exceptions are not added from these screens. To change what one person can do, give them the role that fits, or change what that role can do.

Nobody can change their own role or exceptions, not even the owner. Apart from the owner, nobody changes their own regions, shops or pay.

Administrators can't make anyone an administrator or an owner. Only an owner can create another owner or edit an owner's record.