Appearance
Team & roles
Manage who works in your store and what they can do under Setup → Team.
Invite a teammate
- Open Setup → Team.
- Choose Invite, enter their email, and pick a role.
- They get an invite link that drops them straight into your store after they set a password.
Roles
Roles bundle permissions so you don't set them one by one. Typical roles, from most to least access:
| Role | Can do |
|---|---|
| Owner | Everything, including billing and closing the account. |
| Admin / GM | Full store operations and settings. |
| Manager | Price overrides, larger discounts, refunds, open/close registers, view over-short and reports. |
| Shift lead | Day-to-day supervision, some approvals. |
| Cashier | Ring up sales, basic returns. |
| Viewer | Read-only. |
Roles govern the sensitive POS actions — price overrides, discounts above a threshold, refunds, and receipt-less returns.
TIP
Give staff the least access they need for the job. You can always raise it. Sensitive actions are also recorded in the audit log.
