Add Users and Assign Roles

Use this guide to add staff and give them the right level of access.

Goal

Create user accounts and map each person to the correct role and store.

Where to go

Open:

• Users

Available roles

• Admin: full business administration
• Manager: manages store operations and staff
• Cashier: operates the POS and serves customers

Steps

1. Open the Users page.
2. Create a new user.
3. Enter the user’s basic details such as name, email, and login credentials.
4. Choose the correct role.
5. Select the user’s primary store where required.
6. Save the user.

Role guidance

• Use Admin for business-wide control
• Use Manager for branch supervision and operational oversight
• Use Cashier for day-to-day checkout and selling

Expected result

After the user is created:

• the user appears in the user list
• the user can sign in with their assigned access
• the user is tied to the correct store when store assignment is set

Common mistakes

• Giving too many users admin access
• Creating users before stores exist
• Assigning the wrong primary store

Related reference

• Roles and permissions

Next guide

• Add products and opening stock