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Managing Permissions

Configure staff permissions: dashboard, sales, orders, customer, and reports access.


Available Permissions


The POS Staff system includes five predefined permissions:

PermissionDescriptionAccess Level
dashboardAccess to the main POS dashboardBasic
salesAbility to process sales transactionsCritical
ordersAccess to order management and viewingStandard
customerCustomer management and information accessStandard
reportsView sales reports and analyticsAdvanced

Assigning Permissions


When creating or editing staff accounts:

  1. Open the "Permissions" dropdown (multi-select field)
  2. Check the boxes next to the permissions you want to grant
  3. Multiple permissions can be selected simultaneously
  4. Use "Admin / All Permissions" checkbox to select all permissions at once
  5. Selected permissions display as comma-separated values
  6. At least one permission must be selected (validation requirement)

Admin / All Permissions


The "Admin / All Permissions" checkbox provides a quick way to grant full access:

  • One-Click Selection: Check this box to select all five permissions at once
  • Full Access: Grants dashboard, sales, orders, customer, and reports permissions
  • Toggle Behavior: Unchecking deselects all permissions
  • Visual Indicator: Checkbox shows checked state when all permissions are selected
  • Use Case: Ideal for managers or trusted staff who need complete POS access

Viewing Current Permissions


To see what permissions a staff member currently has:

  1. Navigate to /integrations/staffaccounts
  2. Look at the "Staff Accounts" table
  3. Find the staff member's row
  4. View the "Permissions" column - permissions are displayed as chips/badges
  5. Each permission appears as a small colored chip
  6. Click the "Edit" icon to see and modify permissions in detail

Best Practices


  • Principle of Least Privilege: Only grant permissions that staff members need for their role
  • Sales Staff: Typically need Dashboard and Sales permissions
  • Cashiers: Usually require Dashboard and Sales only
  • Managers: May need all permissions (Dashboard, Sales, Orders, Customer, Reports)
  • Regular Review: Periodically review and update permissions as roles change
  • Secure Reports: Restrict Reports permission to trusted staff only
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