How to Update a Role

You can update a role to change what team members assigned to it can do. This is useful after promotions, team changes, or as your business grows.

Step-by-Step Guide

1. Open the sidebar menu.
2. Select Store from the menu. You will see a list of store settings.
3. Select Roles & Permissions to open the roles management page.
4. Find the role you want to update (e.g., "Cashier" or "Manager").
5. Click the Edit button to open its details page.
6. Update the role:
   • Change the name or description if needed. See the field explanations for details on each field.
   • Adjust permissions by checking or unchecking actions. See the full permissions list for all available options.
7. Click Save. The updated role takes effect right away for all staff assigned to it.

Tips

• Review roles regularly, especially after promotions or team changes.
• Only give sensitive permissions (like deleting data or changing settings) to trusted team members.
• Use clear names and descriptions so everyone knows what each role is for.
• You can always edit roles again later if your needs change.

Best Practices

• Keep permissions simple -- most staff only need basic access.
• Remove or update roles that are no longer needed to keep your system clean.
• Communicate changes to your team so everyone knows their responsibilities.