Permissions and Roles

The POS system uses a role-based permission system to control who can access each feature. Permissions are grouped into modules, assigned to roles, and roles are assigned to users on a per-store basis.

How Permissions Work

1. Permissions are individual capabilities (e.g., "create a product", "apply a discount", "approve a purchase order").
2. Roles are collections of permissions (e.g., "Admin", "Store Manager", "Cashier").
3. Users are assigned one or more roles, optionally scoped to a specific store.

When a user logs in, the system loads their roles and the associated permissions. Each screen and action checks for the required permission before allowing access. If the user lacks the permission, the button or menu item is hidden or the action is blocked.

Default Roles

The system comes with three default roles:

Admin

Has all permissions. Intended for headquarters administrators who manage the entire system. Admins can access every screen, modify any data, and perform all operations across all stores.

Store Manager

Has most permissions except administrative ones (creating stores, managing roles, provisioning). Store managers can run their store's daily operations, manage inventory, process sales, view reports, and manage local users.

Cashier

Has POS-related permissions only. Cashiers can process sales, apply discounts (within limits), open and close registers, and handle refunds. They cannot access inventory management, reports, or administrative features.

Assigning Roles to Users

Navigate to HQ Manager > Users, select a user, and go to the "Roles" tab. Click "Add Role Assignment" and select:

• Role: The role to assign.
• Store: The store this role applies to. Leave blank for a global (all-store) assignment.

A user can have different roles at different stores. For example, a person might be a Store Manager at one location and a Cashier at another.

Creating Custom Roles

Navigate to HQ Manager > Roles and click "New Role". Enter a name and description, then check the permissions to include. Custom roles allow you to create fine-grained access levels tailored to your organization. For example, you might create a "Senior Cashier" role that has all Cashier permissions plus pos.discount.override_max.

Complete Permission List

POS Module

Permission	Description
pos.sell	Process sales transactions
pos.refund	Process refund transactions
pos.void	Void completed sales
pos.discount	Apply discounts to items or sales
pos.discount.override_max	Override maximum discount limits
pos.price.override	Override item prices
pos.park_cart	Park and recall carts

Inventory Module

Permission	Description
inventory.view	View inventory levels
inventory.adjust	Make manual inventory adjustments
inventory.count	Perform physical inventory counts

Transfers Module

Permission	Description
transfers.view	View transfer list
transfers.create	Create inter-store transfers
transfers.send	Send transfers to other stores
transfers.receive	Receive incoming transfers
transfers.approve	Approve transfer requests

Reports Module

Permission	Description
reports.x_report	Generate X reports (mid-day summary)
reports.z_report	Generate Z reports (close register)
reports.zz_report	Generate monthly ZZ reports
reports.view_local	View store-level reports
reports.view_global	View reports across all stores
reports.product_performance	View product performance analytics
reports.sales_by_rep	View sales grouped by sales representative
reports.profit_margin	View profit margin analytics by department
reports.cashier_performance	View cashier performance metrics
reports.discount_analysis	View discount usage analytics

Products Module

Permission	Description
products.view	View product catalog
products.create	Create new products
products.edit	Edit existing products
products.delete	Deactivate products

Users Module

Permission	Description
users.view	View user list
users.create	Create new users
users.edit	Edit user details
users.manage_roles	Assign roles to users

Stores Module

Permission	Description
stores.view	View store list
stores.create	Create new stores
stores.edit	Edit store details
stores.provision	Provision new store instances

Sales Reps Module

Permission	Description
sales_reps.view	View sales representatives list
sales_reps.create	Create new sales representatives
sales_reps.edit	Edit sales representative details
sales_reps.delete	Deactivate sales representatives

Purchase Orders Module

Permission	Description
purchase_orders.view	View purchase order list
purchase_orders.create	Create new purchase orders
purchase_orders.edit	Edit draft purchase orders
purchase_orders.approve	Approve submitted purchase orders
purchase_orders.receive	Receive items from purchase orders
purchase_orders.delete	Delete draft purchase orders

Worksheets Module

Permission	Description
worksheets.view	View worksheet list and details
worksheets.create	Create and edit draft worksheets
worksheets.submit	Submit worksheets for approval
worksheets.approve	Approve or reject submitted worksheets
worksheets.apply	Apply approved worksheets to products
worksheets.delete	Delete draft worksheets

Store Prices Module

Permission	Description
store_prices.view	View store-specific price overrides
store_prices.manage	Create, update, and delete store price overrides

Suppliers Module

Permission	Description
suppliers.view	View supplier list
suppliers.create	Create new suppliers
suppliers.edit	Edit supplier details
suppliers.delete	Delete suppliers

Taxes Module

Permission	Description
taxes.view	View tax rates and groups
taxes.manage	Create, edit, and delete tax rates and groups

Tenders Module

Permission	Description
tenders.view	View tender/payment methods
tenders.manage	Create, edit, and delete tender types

Specials Module

Permission	Description
specials.view	View product specials
specials.manage	Create, edit, and delete product specials

Customers Module

Permission	Description
customers.view	View customer list
customers.create	Create new customers
customers.edit	Edit customer details

Registers Module

Permission	Description
registers.view	View register sessions
registers.open	Open register sessions
registers.close	Close register sessions

Roles Module

Permission	Description
roles.view	View role list and permissions
roles.manage	Create, edit, delete roles and assign permissions