Creating custom roles
Define custom permission sets for your team
Last updated: February 2, 2024•6 min read
Custom Roles
Create custom roles with specific permissions tailored to your business needs.
Creating a Role
- Go to Settings → Team → Roles
- Click "Create Role"
- Enter role name and description
- Select permissions
- Set location access
- Save role
Permission Categories
Permissions are organized by:
- Sales & POS
- Inventory
- Purchases
- Reports
- Settings
Best Practices
- Name roles clearly
- Grant minimum necessary permissions
- Review roles regularly
- Document role purposes