Roles & Permissions
How to create roles with specific permissions to 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 | Branding and business-level permissions |
Note
When you grant any action on a resource, its View permission is added automatically — you can't edit what you can't see.
Creating a Role
- Go to Roles & Permissions (or الأدوار والصلاحيات in Arabic) in the sidebar.
- Click Create Role.
- Fill in:
| Field | Description |
|---|---|
| Role Name | A name for this role (e.g., "Cashier", "Warehouse Staff") |
| Description | An optional description of what this role is for |
- Select the permissions for this role. Permissions are organized by resource — each group has a select-all option.
- Click Save.
Business-wide or per store
The role itself defines what someone can do. Where they can do it is decided when you assign the role to a user — business-wide, or scoped to a single store.
Editing a Role
- Go to Roles & Permissions in the sidebar.
- Click on the role you want to edit.
- Update the name, description, or permissions.
- Click Save Changes.
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.
Default Roles vs Custom Roles
Cashvio provides three ready-made system roles that cannot be edited (marked "System role" in the list):
- Tenant Admin — full access to everything
- Cashier — day-to-day selling
- Accountant — financial visibility
You can create as many custom roles as you need on top of them — for example a "Warehouse Staff" role limited to inventory and purchase orders.