Team & Roles

Create and edit roles

Roles decide which pages and actions each employee can use; edit the starter Manager and Cashier roles or build your own with permission checkboxes.

A step-by-step walkthrough with real screenshots · FoolProof POS for alcohol retail

1. Open the Roles tab

On the Employees page, switch to the Roles tab. It lists your roles — edit the starter Manager and Cashier, or click New role.

The Roles tab: a New role button and a table of roles with permission counts.1
  1. 1Your roles, their permission counts, and how many people have each — New role or Edit.

2. Choose what the role can do

Give the role a name, then tick the pages it can open and the actions it can take. Save, and assign it to people from the Team tab. A role can't be deleted while people have it.

The role editor: a name, a grid of page checkboxes, a grid of action checkboxes, and Save.123
  1. 1Name the role, then check which pages it can open.
  2. 2Check the actions it can take — refunds, editing prices, managing staff, and so on.
  3. 3Save role, then assign it from the Team tab.
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