Creating custom roles

Custom Roles

Create custom roles with specific permissions tailored to your business needs.

Creating a Role

1. Go to Settings → Team → Roles
2. Click "Create Role"
3. Enter role name and description
4. Select permissions
5. Set location access
6. 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