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Team & roles

Manage who works in your store and what they can do under Setup → Team.

Invite a teammate

  1. Open Setup → Team.
  2. Choose Invite, enter their email, and pick a role.
  3. 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:

RoleCan do
OwnerEverything, including billing and closing the account.
Admin / GMFull store operations and settings.
ManagerPrice overrides, larger discounts, refunds, open/close registers, view over-short and reports.
Shift leadDay-to-day supervision, some approvals.
CashierRing up sales, basic returns.
ViewerRead-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.