Roles & Permissions
How roles and permissions control what each team member can access and do in Cashvio.
What are Roles?
A role defines what a team member can see and do in Cashvio. Each role has a set of permissions that control access to different features. For example, a "Cashier" role might only have permission to create orders, while a "Manager" role might have full access.
How Permissions Work
Cashvio has fine-grained permissions in the format action : resource, grouped by resource. The main groups are:
| Resource | Available Permissions |
|---|---|
| Orders | View, Create, Edit, Cancel |
| Products | View, Create, Edit, Delete |
| Categories | View, Create, Edit, Delete |
| Customers | View, Create, Edit, Delete |
| Inventory | View, Adjust, Transfer, Edit reorder point |
| Payments | View, Create, Edit |
| Suppliers | View, Create, Edit, Delete |
| Purchase Orders | View, Create, Edit, Delete, Approve, Receive, Cancel |
| Returns | View, Create, Edit, Approve, Reject, Cancel |
| Refunds | View, Create, Process, Cancel |
| Coupons | View, Create, Edit, Delete |
| POS Devices | View, Create, Edit, Delete |
| Users | View, Invite, Edit, Deactivate, Assign role |
| Roles | View, Create, Edit, Delete |
| Stores | View, Create, Edit, Delete |
| Business | Business-level permissions |
Note
When you grant any action on a resource, its View permission is added automatically, because you can't edit what you can't see.
How Roles Affect the Interface
When a user logs in, their role determines:
- Which sidebar menu items they see: Only modules they have "View" permission for appear.
- Which actions they can perform: Buttons like "New Sale" or "Delete Product" only appear if the user has the corresponding permission.
- Which Dashboard quick actions appear: Only actions the user is allowed to perform are shown.
Important
The account owner (business owner) always has full access to everything, regardless of role settings. Roles only restrict invited team members.