Assigning Permissions

When you create a user with the User role, they start with no access to any features. You must explicitly grant permissions for each area of the app they need.

Admin role users always have full access and cannot have their permissions restricted. See Role Differences for more on how the two roles compare.

Who Can Assign Permissions

Only account Admins can view and change permissions for other users. Users with the User role can view their own permissions but cannot modify them.

How to Assign Permissions

1. Log in to the Web Dashboard.
2. Navigate to Users and select the user you want to configure.
3. In the App Permissions section, toggle the permissions you want to grant.
4. Changes are saved automatically.

The user's permissions take effect the next time they open or refresh the app.

Permission Scopes

Permissions are organized into scopes. Within each scope, there are specific activities you can enable or disable independently.

Transactions

Permission	What It Allows
Charges	Process standard payment transactions.
Subscriptions	Create and manage recurring subscriptions.
Authorize Only	Place authorization holds without capturing payment immediately.

Customers

Permission	What It Allows
Use	View and select Customers during transactions.
Manage	Create, edit, and save payment methods to Customers.

Inventory

Permission	What It Allows
Use	View Inventory and add Items to transactions.
Manage	Create, edit, and delete Items and Groups.

Settings

These permissions control which app settings a User role account can access and modify.

Permission	What It Controls
Receipts	Change receipt title and message settings.
Test Mode	Enable or disable Test Mode in the app.
Gratuity	Access and modify tipping/gratuity settings (Enabled or disabled via Payment Flow, but percentages can be customized separately with this permission).
Taxes and Fees	Access Service Fee settings or Add/Edit Tax Rates.
Currency	Change the currency setting.
Kiosk Mode	Access Kiosk Mode and its settings.

Kiosk

Permission	What It Allows
Use	Launch and use Kiosk Mode from the app.

How Permissions Affect the App

Features a user does not have permission for are hidden from the app entirely. For example:

• A user without Inventory - Use will not see the Inventory tab during transactions.
• A user without Customers - Manage will not see the Edit or Add Card buttons on Customer details.
• A user without any Settings permissions will see a simplified Settings screen.

This keeps the interface clean and prevents accidental access to features that aren't relevant to a given team member's role.

Best Practices

• Start minimal: Grant only the permissions each user needs for their day-to-day tasks. You can always add more later.
• Separate cashier and manager access: Cashiers typically need Transactions (Charges) and Customers (Use). Managers may also need Inventory (Manage), Settings access, and Customer (Manage).
• Review periodically: As roles shift, revisit permissions to make sure they still match what each team member actually needs.

Related Topics

• Overview of Role Differences -- Understand Admin vs. User roles
• Adding & Removing Users -- Create and manage user accounts