Roles and Permissions Overview
Roles and permissions control what each staff member can see and do in your POS system. Setting them up correctly keeps your business secure and running smoothly.
What Are Roles and Permissions?
- Roles are like job titles (e.g., cashier, manager, admin) that define what a staff member can do.
- Permissions are the specific actions each role is allowed to perform, such as making sales, viewing reports, or changing settings.
Giving the right role to each team member helps you:
- Protect sensitive information
- Prevent mistakes
- Make sure everyone has the tools they need
Common Roles
| Role | What They Can Do |
|---|---|
| Cashier | Process sales, handle orders, view receipts |
| Manager | All cashier abilities plus manage staff and view reports |
| Admin | Full access to all settings, reports, and sensitive info |
Your system may also have custom roles. Ask your admin if you are unsure about your access level.
Field Explanations
| Field | Description | Required | Example |
|---|---|---|---|
| Enable | Whether the role is active | Yes | Yes |
| Name | The role name | Yes | Cashier |
| Description | A brief description of the role's responsibilities | Handles sales transactions | |
| Permissions | The list of actions the role can perform | Yes | Order Modify, Order Create, Transaction View |
Fuze Store Permissions
Fuze Store provides approximately 61 permissions across 25 modules. The table below lists every available permission.
Note that product-related permissions use "Item" naming in the system (for example, Item View, Item Modify).
| Module | Permission | Description |
|---|---|---|
| Store | Modify | Allow modifying store general information |
| Preferences | Allow configuring store preferences | |
| Data Migration | Allow migrating data between systems | |
| Export | Allow exporting store data | |
| Import | Allow importing store data | |
| Dashboard View | Allow viewing the store dashboard | |
| Area | View | Allow viewing areas |
| Modify | Allow creating and modifying areas | |
| Delete | Allow deleting areas | |
| Migration | Allow importing/exporting areas | |
| Appointment | View | Allow viewing appointments |
| Modify | Allow creating and modifying appointments | |
| Delete | Allow deleting appointments | |
| Billing | View | Allow viewing billing history |
| Download | Allow downloading billing records | |
| Category | View | Allow viewing categories |
| Modify | Allow creating and modifying categories | |
| Delete | Allow deleting categories | |
| Migration | Allow importing/exporting categories | |
| Customer | View | Allow viewing customers |
| Modify | Allow creating and modifying customers | |
| Delete | Allow deleting customers | |
| Discount | View | Allow viewing discounts |
| Modify | Allow creating and modifying discounts | |
| Delete | Allow deleting discounts | |
| Migration | Allow importing/exporting discounts | |
| Display | Front Display | Allow access to the front-of-house display |
| Event | View | Allow viewing events |
| Modify | Allow creating and modifying events | |
| Delete | Allow deleting events | |
| Expense | View | Allow viewing expenses |
| Create | Allow creating expenses | |
| Modify | Allow modifying expenses | |
| Approver | Allow approving or rejecting expenses | |
| Delete | Allow deleting expenses | |
| Gift Card | View | Allow viewing gift cards |
| Modify | Allow creating and modifying gift cards | |
| Delete | Allow deleting gift cards | |
| Migration | Allow importing/exporting gift cards | |
| Inventory | View | Allow viewing inventory and stock levels |
| Modify | Allow adjusting inventory | |
| Delete | Allow deleting inventory records | |
| Item | View | Allow viewing products and services |
| Modify | Allow creating and modifying products and services | |
| Delete | Allow deleting products and services | |
| Migration | Allow importing/exporting products and services | |
| Loyalty | View | Allow viewing loyalty programs |
| Modify | Allow creating and modifying loyalty programs | |
| Delete | Allow deleting loyalty programs | |
| Order | View | Allow viewing orders |
| Create | Allow creating orders | |
| Modify | Allow modifying orders | |
| Payment Method | View | Allow viewing payment methods |
| Modify | Allow modifying payment methods | |
| Delete | Allow deleting payment methods | |
| Refund | View | Allow viewing refunds |
| Modify | Allow modifying refunds | |
| Reports | View | Allow viewing reports |
| Download | Allow downloading and exporting reports | |
| Roles and Permissions | View | Allow viewing roles and permissions |
| Modify | Allow creating and modifying roles and permissions | |
| Delete | Allow deleting roles and permissions | |
| Migration | Allow importing/exporting roles and permissions | |
| Session | Modify | Allow modifying sessions |
| Staff | View | Allow viewing staff |
| Modify | Allow creating and modifying staff | |
| Delete | Allow deleting staff | |
| Migration | Allow importing/exporting staff | |
| Subscription | View | Allow viewing subscriptions and billing |
| Tax | View | Allow viewing taxes |
| Modify | Allow creating and modifying taxes | |
| Delete | Allow deleting taxes | |
| Migration | Allow importing/exporting taxes | |
| Transaction | View | Allow viewing transactions |
| Modify | Allow creating and modifying transactions | |
| Waiting List | View | Allow viewing the waiting list |
| Modify | Allow managing the waiting list |
How to Assign Roles
- Open the Staff section from the sidebar menu.
- Click on a staff member's name to open their profile.
- Choose the right role from the dropdown.
- Click Save. The staff member's permissions update instantly.
For the full walkthrough, see Assigning Roles to Staff.
Tips
- Only give admin roles to trusted team members.
- Review staff roles regularly, especially after promotions or team changes.
- Remove staff promptly when they leave to keep your system secure.
- If you are unsure, start with a lower role and adjust as needed.
Best Practices
- Review and update roles regularly to match your business needs.
- Follow the principle of least privilege -- only give staff the access they need.
- Document role definitions and permission settings for clarity.
- Train staff on their roles so they understand their access levels.