User Roles allow you to control what each team member can see and do within your venue's dashboard. You can use the built-in default roles or create fully custom roles tailored to your team's needs.
Navigate to Settings → User Roles to get started. The page is divided into three tabs: Users, where you manage which role is assigned to each team member; Roles, where you create and view roles; and Permissions, where you configure exactly what each role can do.
Default Roles
Three roles are available out of the box. The Owner role has the broadest access, covering nearly all available features. The Admin role is similar but with slightly fewer permissions. The Staff role is designed for day-to-day operations and has limited access by default. Each role card shows a progress bar indicating how many of the available permissions are currently enabled.
Creating a Custom Role
If the default roles don't fit your team's structure, you can create a custom role. Go to Settings → User Roles → Roles and click Create role + in the top-right corner. Give the role a clear name that reflects its purpose — for example Kitchen Manager, Floor Staff, or Cashier — and save it. The new role will appear alongside the default roles and can be configured right away from the Permissions tab.
Configuring Permissions
Go to Settings → User Roles → Permissions and select the role you want to configure from the left-hand panel. You will see a list of permission categories such as Catalogue, Orders, POS, Events & Menus, Reporting, and Payment. Each category shows how many individual permissions it contains.
On the right side of each category you will see a status indicator. A green checkmark means all permissions in that category are enabled. A dash means only some permissions are enabled. A grey cross means all permissions in that category are disabled.
Click the arrow next to a category to expand it and view the individual permissions. Toggle each permission on or off to fine-tune what this role can access. Changes are saved automatically.
Assigning a Role to a User
Go to Settings → User Roles → Users to see all team members. Use the role dropdown next to a person's name to assign them a role. The updated permissions take effect immediately.
Tips
It is generally a good idea to start with restrictive permissions and grant additional access as needed — it is easier to expand access than to undo accidental changes. Custom roles work well for specific job functions, such as a reporting manager who only needs access to reporting and orders but not to catalogue or payment settings. It is also worth reviewing the Permissions tab periodically, as new features may add new permission categories that default to disabled. Finally, make sure at least one active user always holds the Owner role to avoid being locked out of critical settings.