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Team and permissions
Store roles, individual permissions, branch limits, tasks that need a second person, access reviews and the audit log.
- Store roles: what each can and cannot do Each role sets what a staff member can do and see, from owner and store admin to supervisor and cashier. Every member can open the live permission table.
- Change roles, suspend or remove staff Change a staff member's role or branches, or suspend them, on the Team page. Staff are suspended rather than deleted, so the record of who did what stays.
- Adjust one person's permissions Add or remove single permissions for one person without changing their role. Deny beats allow, you give only what you hold and conflicting pairs need the owner.
- Limit staff to certain branches Limit staff to their own branches. A limited member can't open other branches' documents, items or receipts, and can't choose to see all branches at once.
- Why some tasks need a second person Buying above Safe Buy or the limit, voiding your own or large documents, large refunds and write-offs need a second person, to catch mistakes and fraud.
- Approve an action at the counter When an action needs a second person who is in the shop, the approver enters their email, password and own 6-digit code on the same device, then you confirm.
- Send and decide approval requests With no approver in the shop, send an approval request for a void, return or write-off. The approver decides on their device, then you come back and confirm.
- Solo mode: self-approval with a reason A one-person store can approve its own actions with a reason each time. It turns on by itself for a single member, and every action is reported to the owner.
- Review your team's access regularly Check everyone has only the access they need, look at findings such as missing 2FA or long inactivity, fix them on the Team page and confirm the review.
- Audit log: who did what, and when The audit log keeps who did what, when and from which device, with before and after values. Search by name or reason; nobody can edit or delete it.
- Tasks only the owner can do The plan and billing, security settings, pricing controls and the full store export are owner-only by default, and a store must always keep an active owner.
- Inactive staff accounts are suspended Owners are warned about staff accounts unused for a long time; then the system suspends them, never owners. Owners can reactivate them on the Team page.
Other categories
- rocket_launch Getting started
- add_box Buying and intake
- query_stats Valuation and Safe Buy
- inventory_2 Stock and item costs
- point_of_sale Selling and receipts
- undo Voids and returns
- account_balance_wallet Cash and money accounts
- group Customers and personal data
- monitoring Reports and Store Intelligence
- notifications Notifications
- shield_lock Account and security
- credit_card Plan and billing
- settings Store settings
- upload_file Data import and export
- support Troubleshooting
- hourglass_top Not available yet
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