How to Assign a Role to Staff

Assigning the right role to each staff member controls what they can see and do in your POS system. Roles help keep your business secure and running smoothly.

How to Assign a Role

You assign a role when adding or updating a staff member. Open the staff member's profile, choose the appropriate role from the dropdown, and save your changes.

For the full walkthrough, see How to Update Staff.

To learn more about what each role can do, see Roles and Permissions Overview.