By default, there are two permission roles set up. One is manager, and this role can access and do everything. The second, staff, has some limitations.

Each staff account must be assigned a role, and with these you can customize who can do what on the system.

Access the screen below by clicking the Role Setup button on the Staff Setup page.

By default, the first role in the list is already selected for us, and we're looking at that role's permissions.

The tickboxes grouped under Sales Functions all relate to the various functions that you access by pressing buttons on the Function Pad.

The functions in the bottom under Other Permissions relate to what areas of the software are accessible from the Setup Page, as well as some other miscellaneous operations.

Rename a Role

1. Select the role you want to rename from the list
2. Type in a new name into the textbox founder underneath the list
3. Click the Update Name button

Modify a Role's Permissions

1. Select which role you'd like to modify
2. Select / unselect the tickboxes to meet your requirements
3. Press the Save button

Delete a Role

1. Select the role you wish to remove
2. Press the Delete Role button

Add a New Role

1. Type in the name for the new role into the textbox underneath the list
2. Press the Add Role button