Importing Roles

You can import roles into Fuze Store POS to set up or update staff access levels in bulk. Each role defines which parts of the system a staff member can access.

Step-by-Step Guide

1. Open the sidebar menu.
2. Go to Store and select Store from the list.
3. Select Import from the Store screen.
4. Fill in the import form:
   • Choose Roles from the Type dropdown.
   • Upload your file in CSV or Excel format.

     See Sample Roles.xlsx for reference.

5. Click Import. Your roles will be added to the store.

Field Reference

Here are the columns in the Roles import file:

List of Permissions

• superadmin -- Full access to all features and settings

• store -- Manage store settings (includes all store_ permissions)

  • store_modify -- Modify store settings
  • store_preferences_modify -- Change store preferences
  • store_export -- Export store data
  • store_import -- Import store data
  • store_dashboard_view -- View the store dashboard

• area -- Manage store areas (includes all area_ permissions)

  • area_view -- View areas and units
  • area_modify -- Modify areas and units
  • area_delete -- Delete areas and units

• billing_history -- Manage billing history (includes all billing_history_ permissions)

  • billing_history_view -- View billing history
  • billing_history_download -- Download billing history

• category -- Manage categories (includes all category_ permissions)

  • category_view -- View categories
  • category_modify -- Modify categories
  • category_delete -- Delete categories

• customer -- Manage customers (includes all customer_ permissions)

  • customer_view -- View customers
  • customer_modify -- Modify customers
  • customer_delete -- Delete customers

• discount -- Manage discounts (includes all discount_ permissions)

  • discount_view -- View discounts
  • discount_modify -- Modify discounts
  • discount_delete -- Delete discounts

• event -- Manage events (includes all event_ permissions)

  • event_view -- View events
  • event_modify -- Modify events
  • event_delete -- Delete events

• gift_card -- Manage gift cards (includes all gift_card_ permissions)

  • gift_card_view -- View gift cards
  • gift_card_modify -- Modify gift cards
  • gift_card_delete -- Delete gift cards

• invitation -- Manage invitations (includes all invitation_ permissions)

  • invitation_view -- View invitations
  • invitation_modify -- Modify invitations
  • invitation_delete -- Delete invitations

• item -- Manage items (includes all item_ permissions)

  • item_view -- View items
  • item_modify -- Modify items
  • item_delete -- Delete items

• order -- Manage orders (includes all order_ permissions)

  • order_view -- View orders
  • order_create -- Create new orders
  • order_modify -- Modify orders

• payment_method -- Manage payment methods (includes all payment_method_ permissions)

  • payment_method_view -- View payment methods
  • payment_method_modify -- Modify payment methods

• refund -- Manage refunds (includes all refund_ permissions)

  • refund_view -- View refunds
  • refund_modify -- Modify refunds

• report -- Manage reports (includes all report_ permissions)

  • report_view -- View reports
  • report_download -- Download reports

• role -- Manage roles (includes all role_ permissions)

  • role_view -- View roles
  • role_modify -- Modify roles
  • role_delete -- Delete roles

• session -- Manage sessions (includes all session_ permissions)

  • session_modify -- Modify sessions

• staff -- Manage staff (includes all staff_ permissions)

  • staff_view -- View staff
  • staff_modify -- Modify staff
  • staff_delete -- Delete staff

• subscription -- Manage subscription (includes all subscription_ permissions)

  • subscription_view -- View subscription details

• tax -- Manage taxes (includes all tax_ permissions)

  • tax_view -- View taxes
  • tax_modify -- Modify taxes
  • tax_delete -- Delete taxes

• transaction -- Manage transactions (includes all transaction_ permissions)

  • transaction_view -- View transactions
  • transaction_modify -- Modify transactions

• waiting_list -- Manage waiting list (includes all waiting_list_ permissions)

  • waiting_list_view -- View waiting list
  • waiting_list_modify -- Modify waiting list

Tips

• Review your data before importing to avoid errors.
• Download a sample export file first if you are unsure about formatting.
• Use clear, descriptive names for your roles.
• Assign only the permissions each role actually needs.