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ROLE MANAGEMENT
Updated over a week ago

In IsleBooks POS, when you start a new business, there are two main roles ready for you: Admin and Cashier.

1. Admin Role: The Admin role is like the superuser. Admins can do everything in the application. They have complete control and can perform any action.

2. Cashier Role: The Cashier role is limited to the Point of Sale (POS) section. People with the Cashier role can only access and work with the Point of Sale features.

To make a new role, just follow these steps:

1. Click the "Add" button in the Roles section.

2. Name the new role.

3. Pick the permissions that should come with this role. You'll have a list of permissions to choose from. These permissions define what the users with this role can do and access.

4. If you want to limit where users with this role can go, use the "Access locations" permission. You can select certain locations or just choose "All Locations" to give access to every business spot.

5. Save the role setup.

You can change or delete role permissions anytime you need to. To do this, go to the Roles section, pick the role you're interested in, and make the changes you want.

Remember: If you want to get rid of a role, be sure to change the roles of any current users with that role before you delete it.

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