1) View your team
- Open Team.
- You’ll see members, their roles, and status (active, invited…).
2) Invite a member
- Click Invite.
- Enter name and email.
- Select a role (e.g., cashier, stock keeper, manager).
- Confirm.
The member then receives instructions (or your manager creates the account depending on your company policy).
3) Change a member’s role
- Find the member in the list.
- Open the role dropdown.
- Select the new role.
Changes apply immediately (the person may need to log out and back in).
4) Role examples (simple)
| Role | Typical access |
|---|---|
| Owner | Everything (products, orders, inventory, team, settings). |
| Manager | Products + orders + inventory (and sometimes team). |
| Cashier / Sales | POS, view some orders. |
| Stock keeper | Inventory, movements, transfers. |
| Support | Customer support (if enabled), order follow-up. |
5) Manage roles & permissions (admins)
If you’re an owner/manager, roles help you control who can do what.
- Open Roles (if available in your menu).
- Click Create role.
- Name the role (example: “Cashier”).
- Select what this role can access (Products, Orders, POS…).
- Save.
- Go back to Team and assign the role to a member.
Why don’t I see a menu? Most of the time: your role doesn’t allow it.
Solution: ask the manager/owner to adjust your role.Best practices (security)
- Give the minimum permissions needed (e.g., a cashier doesn’t need to edit roles).
- Avoid sharing one account between multiple people.
- Remove access when someone leaves the team.
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