Roles & Permissions

Roles control what each employee can do — both at the counter (POS) and in the back-office (Dashboard). Navigate to People > Roles in the dashboard to view, create, or edit roles, and People > Employees to assign a role to each employee.

1. Two Permission Areas

Permissions are split into two areas, each with its own heading in the role editor:

Area	What it covers
Point of Sale	What the role can do on the counter tablet — order board, register, shifts, customer attach, clock in/out
Dashboard	What the role can access in the admin dashboard — receipts, items, employees, payroll, reports, settings

This split lets you grant dashboard-only access (for example, an accountant who only needs to view receipts and reports) without unlocking the register, and vice versa.

Dashboard enforcement is staged

Today the Dashboard is only accessible to the tenant owner. The Dashboard permissions are configurable now so that when non-owner staff (e.g. an accountant) can sign in, the access rules are already in place. Until then, only the Point of Sale permissions affect day-to-day operations.

2. Default Roles

LaundryVerse ships with four default roles. The Owner role cannot be edited or deleted; the rest can be customized.

Role	Best for	Access summary
Owner	The shop owner	Full access to everything (POS + Dashboard + subscription/billing)
Admin	Trusted manager who shouldn't touch billing	Full access except subscription
Manager	Daily operations lead	All POS permissions + dashboard operational permissions (receipts, customers, items, employees, shifts, payroll, expenses, LPG, vault, reports). No subscription, no role/store/device admin.
Cashier	Counter staff	POS-only — view/edit orders, register, discounts, refunds, open/close shift, view receipts, attach customers, clock in/out, task reminders. No status overrides, no shift report, no LPG management.

You can clone any default role as a starting point for a custom role.

3. Point of Sale Permissions

Permissions in this area are enforced live on the POS tablet. An employee without a permission either doesn't see the related button/menu, or sees a "no permission" empty state instead of an error.

Orders

Permission	What it grants
View orders	Open the order board and view order details
Edit orders	Update order status and details (advance loads, reschedule pickup)
Override load status	Manually set a load to any status (skip or revert stages)
Void short change	Cancel a flagged short change entry (for correcting typo-ed amounts)

Register & shifts

Permission	What it grants
Use POS register	Ring up sales and create receipts
Apply discounts	Apply discounts and coupon codes during checkout
Refund receipts	Cancel or refund receipts
Open/close shifts	Open and close POS shifts
View shift report	See full shift report with expected cash and variance (without this, only actual cash entered)
View receipts	Open the POS receipts list (today/recent receipts on this device)
View all receipts (POS)	Show full historical and cancelled receipts in the POS list (without this, only today/yesterday)
Search customers	Search and attach existing customers from the register
Manage customers	Create and edit customers from the register
Manage LPG tanks	View and switch LPG tanks from the POS
Clock in / out	Clock in and out and view personal timecard records
Task reminders	View and complete daily task reminders

4. Dashboard Permissions

These appear in the role editor today but are not yet enforced — the dashboard is owner-only for now. They will start gating dashboard pages and actions once non-owner sign-in lands.

Sales & Data

Permission	What it will grant
View receipts	View receipts and sales history in the dashboard
View all receipts	View all historical and cancelled receipts (without this, only today/yesterday)
Delete orders	Delete orders from the dashboard order list
View customers	View the dashboard customer list and details
View inventory	View items, variants, and stock levels
View reports	Access reports and analytics

Catalog

Permission	What it will grant
Manage items	Create, edit, and delete items, variants, and categories
Manage customers	Create, edit, and delete customers in the dashboard

Staff & Payroll

Permission	What it will grant
Manage employees	Create, edit, and deactivate employees
Manage shifts	Create and manage shift schedules
Manage payroll	Run payroll and manage holidays

Operations

Permission	What it will grant
Manage expenses	Create and manage expense records
Manage LPG	Configure LPG tanks and view consumption from the dashboard
Manage vault	Manage cash control and vault operations

Administration

Permission	What it will grant
Sign in to dashboard	Required to access the admin dashboard at all — without this, every other dashboard permission is moot
Manage stores	Add and configure stores
Manage devices	Register and manage devices
Manage roles	Create, edit, and assign roles
Manage settings	Modify store and system settings
Manage subscription	Manage billing and subscription plan

5. Creating a Custom Role

1. Navigate to People > Roles
2. Click New Role
3. Enter a name and optional description
4. Tick the permissions the role should have — they're grouped by area (Point of Sale, Dashboard) and category for quick scanning
5. Click Save

tip

Start from a default role (Manager or Cashier) and remove what you don't need, rather than building from scratch. The default templates already reflect sensible groupings.

6. Assigning a Role to an Employee

1. Navigate to People > Employees
2. Click an employee to edit them, or click Add Employee for a new one
3. In the Role dropdown, pick the role
4. Save

The role takes effect the next time the employee signs in to the POS — they may need to log out and back in for permission changes to apply during an active session.

7. POS Behavior When a Permission Is Missing

The POS is designed to gracefully hide affordances rather than crash when an employee lacks a permission:

• Order board — without View orders, the board still loads but shows a friendly "you don't have permission to view orders" panel. Clock in/out lives in the universal nav menu, so an employee without board access can still clock in.
• Customer attach — without Search customers, the dialog opens but shows a "no permission to view customers" empty state. The Add new customer button and edit pencil are hidden when Manage customers is missing.
• Open/close shift — without Open/close shifts, the "Open Shift" link is hidden from the order board. Cashiers without this permission see the read-only board (managers must open the shift for them).
• Discounts and coupons — without Apply discounts, the Add Discount and Apply Coupon buttons are hidden during checkout.

What's Next?

• Scheduling & Shifts — Plan employee work shifts and review timecards
• POS Setup — Activate a device and assign employees