Set employee roles and permissions

FreshlyCart assigns permissions to roles, not separately to each employee. Employees receive the permissions of the role selected on their employee profile.

Set permissions for a role

1. In Back Office, go to Settings → Roles.
2. Select the role you want to update.
3. Review the permissions grouped under register and sales, products and catalog, people, and business settings.
4. Turn on each permission the role needs and turn off permissions it should not have.
5. Select Save.

The updated role controls which protected FreshlyCart areas and actions are available to employees assigned to it.

Caution

Permission changes affect every employee assigned to the role. Review sensitive access such as refunds, cash drawers, inventory, reports, staff, and business settings before saving.

To assign a different role to one employee, open Employees, edit the employee, choose the new Role, and select Save.