In Retail POS, you have three different roles you can assign to users by default: Admin, Manager and Cashier. New roles can be created and configured using the Cashier or Manager role as a base.

Only Admins can create and modify new custom user roles.

Creating custom user roles

1. Navigate to Setup > Users.
2. Click the Roles tab at the top of the page.

   

3. Click Add role.

   

4. Select Cashier or Manager as the role you would like to use as a base for the new custom role.

   

5. Customize your new user role permissions. Refer to our Setting user roles and permissions in Retail POS (X-Series) guide for a breakdown of the available permissions.
6. Name your custom role at the top of the page.
7. Click Save.

Once you've saved the custom role, it will be displayed alongside your other roles in the Roles tab and can be configured as needed.

Deleting custom user roles

To delete a custom role, click on the role you would like to delete, scroll to the bottom of the page, and click Delete.

Prior to deleting a custom role, all users assigned to that role must be re-assigned to a different role.

A custom role can be reassigned to any user by editing the user and selecting a new role from the dropdown list.

Only Admins can reassign users to either a Cashier or Manager-based custom role. Managers can reassign Cashiers to a cashier-based custom role.