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Adding staff, roles, and permissions

Every employee gets their own user with permissions that match their role. Don't share one user between multiple people — it breaks reports, alerts, and access limits.

Role levels

RoleSeesCan do
OwnerEverythingEverything, including cancellations and billing settings
AdminEverythingEverything except billing settings
ManagerEverything in their branchDocuments, appointments, staff. No settings
StaffTheir own calendar, customers, POSDay-to-day operations. Doesn't see financial reports
CashierPOS onlySales. Can't cancel without a Manager

How to add a staff member

  1. Settings → Team → Add staff.
  2. Enter name, email, phone. The email must be personal (not shared).
  3. Pick a role. If it's Staff — mark which modules they can see.
  4. Save — the system sends them a password-setup link via WhatsApp.
  5. They're set up within 2 minutes of opening it. If they didn't click — resend the link.
💡 Tip Got a cashier? Use the Cashier role — they can't see other people's turnover, and can't cancel documents. That reduces shrinkage and gives you a more accurate daily Z report.

Suspending vs. deleting

When someone leaves — don't delete. Suspend. The documents they issued must keep their name on record for audit purposes. Suspending blocks login immediately but keeps the history intact.

See also