Skip to main content
Use Roles to choose which actions staff can perform in each permission category.

​
Set Role Permissions

1

Open Roles

Select Roles from the company sidebar.
2

Expand a role

Open the role you want to configure. The source screen shows Franchise Manager, Shop Manager, Shop Owner, and Staff.
3

Choose permitted actions

Review each permission category and select the required View, Edit, and Delete actions where available. The source example includes employee, menu management, royalty management, and sales report categories.
4

Save the role

Select Save after reviewing your changes.
Configure the actions each staff role can perform.

Configure the actions each staff role can perform.

Changing a role’s permissions also changes the permissions of existing employees with that role, as stated in the Roles screen. Review the impact before saving.