✏️ How to Update a Role
Updating a role lets you change what a team member can do in your store. Maybe someone got promoted, or you want to adjust permissions as your business grows. No technical skills needed—just follow these easy steps!
📍 Step-by-Step Guide
- Open the Menu: Click the ☰ sidebar hamburger menu to open navigation.
- Store: Select Store from the menu. You`ll see a list of options related to your store settings.
- Go to Roles & Permissions: Select Roles & Permissions from the list to proceed to the roles management page.
- Find the Role: Scroll or search to find the role you want to update (like "Cashier" or "Manager").
- Edit Role: Click the Edit button to open its details page.
- Update Details:
- Change the role name or description if needed. See Field Explanations for what each field means.
- Adjust permissions by checking or unchecking what this role can do. See Permissions for a complete list.
- Save Changes: Click Save. The updated role will take 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 tidy.
- Communicate changes to your team so everyone knows their responsibilities.
For more help, see the documentation or contact support.