# Organization Roles and Branch Access
> Source: https://www.fuze-store.com/docs/account/organizations/organization-roles

# Organization Roles and Branch Access

Every member of your organization has **one role** and **one branch access**. The role decides what they can do. The branch access decides where they can do it. Six roles come with every organization, and you can create your own.

## What each role can do

| Role             | Organization screens                                                     | In branches                                                                                    |
| ---------------- | ------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------- |
| **Owner**        | Everything, including deleting the organization                          | Everything, including owner-only settings                                                      |
| **Admin**        | Everything except deleting the organization                              | Everything except owner-only settings                                                          |
| **Payroll**      | People, pay profiles, pay runs (prepare, approve, mark paid) and reports | Nothing                                                                                        |
| **Billing**      | Bills, payment method and the shared wallet                              | Nothing                                                                                        |
| **Area manager** | Sees people, sends them to other branches, sees pay runs and reports     | What a store Manager can do: register, orders, catalog, discounts, refunds, customers, reports |
| **Member**       | Sees the organization                                                    | Nothing                                                                                        |

Only an Owner or an Admin can reopen an approved pay run or see the [activity log](/docs/account/organizations/organization-activity-log). The [People](/docs/account/organizations/organization-people), [Pay profiles](/docs/account/organizations/organization-pay-profiles) and [Pay runs](/docs/account/organizations/organization-pay-runs) screens are here, with the organization's [Commission report](/docs/account/organizations/organization-reports). More report screens arrive in a later release, and the roles already carry them.

Owner-only settings in a branch include handing over the store, AI connections, kitchen display activation keys and renaming or removing Hub devices.

  A role that works in branches lets someone manage a branch without being added
  as staff there. To open a register and sell, they still need a staff place in
  that branch. The store switcher reminds them.

## Branch access

Branch access is either:

- **All branches**: every branch linked to the organization, including ones you link later. Owners always have this.
- **Chosen branches**: only the branches ticked in the list. An Area manager starts with this.

Branch access matters for the roles that work in branches: Owner, Admin and Area manager. Payroll, Billing and Member see organization screens whatever their branch access.

Someone whose role works in branches finds their branches in the store switcher, under **Organization branches**. They do not appear in a branch's staff list.

## Change a member's role or branch access

Do this in the Fuze Store app.

  
    In the app, open **Organizations** from the side menu (it sits under
    **Stores**); on the website, go to **Account → Organizations**. Then open
    your organization.
  
  On the **Members** card, press **Change Role** on the member.
  Pick the role.
  
    Under **Branch access**, keep **All branches** on, or turn it off and tick
    the branches.
  
  
    Press **Save**. The change applies straight away, on every device.
  

## Who can change roles

- You need a role that can manage members (Owner or Admin).
- You can only give a role whose permissions you hold yourself, and only branches you can reach yourself.
- Only an Owner can make someone an Owner, change an Owner's role, or switch an Owner off.
- An organization always keeps at least one active Owner.
- Nobody can change their own role.
- To remove an Owner, change their role first.
- The primary owner, who pays for the organization, keeps the Owner role: nobody can change it, switch them off or remove them. See [Managing Members](/docs/account/organizations/managing-members).

The same rules apply when you invite someone. If a change is refused, the app tells you which rule stopped it.

## See the roles

Open your organization and press **Roles** to see each role, how many members hold it, and how many permissions it carries. Search for a role in the bar at the top, or press **Filters** and pick **System** or **Custom** under **Type**; **Clear All** shows every role again. Press a role to open it on the same three tabs as a new role. The six roles that come with every organization can't be changed: they open read-only, with a note at the top of each tab saying why.

## Create your own role

Do this in the Fuze Store app. You need a role that can manage roles (Owner or Admin, or your own role with **Roles · Manage**).

  Open your organization, press **Roles**, then **New role**.
  
    On the **General** tab, give the role a name, such as "Shift lead". Two
    roles can't share a name.
  
  
    On the **Organization permissions** tab, tick what the role can do on the
    organization's own screens. Each area, such as Members or Pay runs, has its
    own card: tick a permission on its own, or tick the card's header to give
    the whole card. Seeing the organization is always included, and a permission
    that needs its view ticks it for you.
  
  
    On the **Branch permissions** tab, choose what the role can do in the
    branches its members can reach. Turn on **All branch permissions** to give
    every one of them. Otherwise tick them on the cards, grouped the way a
    store's own roles are (Sales & Orders, Catalog & Inventory, People and so
    on); each group and each card has a tick-all header. To start from a
    ready-made set, press **Copy from a starter role** at the top of the tab and
    pick one of the 20 starter roles, such as Cashier or Supervisor.
  
  
    Press **Save** at the bottom. Give the role to members from the Members
    card, like any other role.
  

  A permission you don't hold is greyed out with a note under it, and a card's
  tick-all header skips it. You can't give it to a role, and you can't change a
  role that holds more than you do. If your own branch access is limited to some
  branches, you can change a role's branch permissions only when everyone
  holding it works in your branches.

## Change or delete your own role

Open the role from **Roles**, change it on any of its tabs, and press **Save** at the bottom. The change applies straight away to everyone who holds the role.

To delete a role, open it and press **Delete** beside **Save**, then confirm in the **Delete role** dialog. A role someone holds, or that a pending invitation offers, can't be deleted: **Delete** stays greyed out with the reason under it. Give those members another role, or cancel the invitation, first.

On the Fuze Store website, members show their role, including your own roles by name. Roles are created and changed in the app.

## How organization roles meet a branch's own roles

- A member's organization role works in every branch of their branch access. The branch's own roles and staff list don't change.
- A member who is also staff at a branch gets both: their staff role there and their organization role.
- One of your organization's [people](/docs/account/organizations/organization-people) visiting a branch gets the branch role picked when they were sent there, or the one the branch's managers set. See [Roles and Permissions Overview](/docs/store/roles-and-permission/overview).

## Related Guides

- [Organizations Overview](/docs/account/organizations/overview)
- [Managing Organization Members](/docs/account/organizations/managing-members)
- [Accepting an Invitation](/docs/account/organizations/accepting-an-invitation)
- [Linking & Unlinking Stores](/docs/account/organizations/linking-stores)
- [Switching Stores](/docs/store/switching-stores)
- [Organization Activity Log](/docs/account/organizations/organization-activity-log)
- [Roles and Permissions Overview](/docs/store/roles-and-permission/overview)
