ποΈ Importing Roles
Moving your data in or out of Fuze Store POS is easy! Whether you want to back up your information, switch systems, or update your products in bulk, you can import or export your store data in just a few stepsβno technical skills needed.
π Step-by-Step Guide
- Open the Menu: Click the β° sidebar hamburger menu to open navigation.
- Go to Store: In Store section, select Store from the menu list.
- Go to Import: In Store screen, select Import from the list.
- Fill Form:
- In the "Type" field, choose Roles from the dropdown menu.
- In the "File" field, upload your file (CSV or Excel format).
See sample Sample Roles.xlsx for reference.
- Import: Click on Import button. Your data will be added to your store.
βοΈ Field Explanations
Here are the columns structure of the Roles import file:
Field | Description | Required | Possible Values | Example |
---|---|---|---|---|
id | Unique uuid identifier for the role (Empty field will create a new role) | 123e4567-e89b-12d3-a456-426614174000 | ||
code | Short code for internal use and also treated as identifier. Existing code will update the role (usually auto-filled) | Cashier | ||
name | Name of the role | Yes | Cashier | |
description | A short note about whatβs in this role | Responsible for handling customer transactions | ||
is_active | Choose if this role is active or not | Yes | YES,NO | YES |
permissions | Pipe separated permissions, Please see below for all available permissions | Yes | list of permissions | store|category_view|product|service|staff_view |
β List of Permissions
-
superadmin β Full access to all features and settings
-
store β Manage store settings (check all store_ permissions)
- store_modify β Modify store settings
- store_preferences_modify β Change store preferences
- store_data_migration β Migrate store data between systems
- store_dashboard_view β View the store dashboard
-
area β Manage store areas (check all area_ permissions)
- area_view β View areas and units
- area_modify β Modify areas and units
- area_delete β Delete areas and units
- area_data_migration β Migrate area data
-
billing_history β Manage billing history (check all billinghistory permissions)
- billing_history_view β View billing history
- billing_history_download β Download billing history
-
category β Manage categories (check all category_ permissions)
- category_view β View categories
- category_modify β Modify categories
- category_delete β Delete categories
- category_data_migration β Migrate category data
-
customer β Manage customers (check all customer_ permissions)
- customer_view β View customers
- customer_modify β Modify customers
- customer_delete β Delete customers
-
discount β Manage discounts (check all discount_ permissions)
- discount_view β View discounts
- discount_modify β Modify discounts
- discount_delete β Delete discounts
- discount_data_migration β Migrate discount data
-
event β Manage events (check all event_ permissions)
- event_view β View events
- event_modify β Modify events
- event_delete β Delete events
-
gift_card β Manage gift cards (check all gift_card_ permissions)
- gift_card_view β View gift cards
- gift_card_modify β Modify gift cards
- gift_card_delete β Delete gift cards
- gift_card_data_migration β Migrate gift card data
-
invitation β Manage invitations (check all invitation_ permissions)
- invitation_view β View invitations
- invitation_modify β Modify invitations
- invitation_delete β Delete invitations
-
item β Manage items (check all item_ permissions)
- item_view β View items
- item_modify β Modify items
- item_delete β Delete items
- item_data_migration β Migrate item data
-
order β Manage orders (check all order_ permissions)
- order_view β View orders
- order_create β Create new orders
- order_modify β Modify orders
-
payment_method β Manage payment methods (check all payment_method_ permissions)
- payment_method_view β View payment methods
- payment_method_modify β Modify payment methods
-
refund β Manage refunds (check all refund_ permissions)
- refund_view β View refunds
- refund_modify β Modify refunds
-
report β Manage reports (check all report_ permissions)
- report_view β View reports
- report_download β Download reports
-
role β Manage roles (check all role_ permissions)
- role_view β View roles
- role_modify β Modify roles
- role_delete β Delete roles
- role_data_migration β Migrate role data
-
session β Manage sessions (check all session_ permissions)
- session_modify β Modify sessions
-
staff β Manage staff (check all staff_ permissions)
- staff_view β View staff
- staff_modify β Modify staff
- staff_delete β Delete staff
- staff_data_migration β Migrate staff data
-
subscription β Manage subscription (check all subscription_ permissions)
- subscription_view β View subscription details
-
tax β Manage taxes (check all tax_ permissions)
- tax_view β View taxes
- tax_modify β Modify taxes
- tax_delete β Delete taxes
- tax_data_migration β Migrate tax data
-
transaction β Manage transactions (check all transaction_ permissions)
- transaction_view β View transactions
- transaction_modify β Modify transactions
-
waiting_list β Manage waiting list (check all waiting_list_ permissions)
- waiting_list_view β View waiting list
- waiting_list_modify β Modify waiting list
π‘ Tips
- Always double-check your data before importing to avoid mistakes.
- If youβre not sure about the file format, download a sample export first.
- If you need help, contact support or check the Help Center.
- Keep your role structure organized for easier management.
- Use clear and descriptive names for your roles.
- Regularly review and update your roles as needed.