Free planning tool
POS employee permission matrix
See which counter actions each role should be able to perform. Use it as the starting point for setting up employee access in your billing system.
Design permissions around the work
Give each role only the permissions the work requires. Routine sales stay fast, exceptions route for approval, and sensitive actions stay auditable. This is the difference between a controlled counter and an uncontrolled one.
Illustrative role matrix for planning. The actual permission surface depends on the deployed product configuration, and sensitive actions should always be auditable.
Key principles for permission design
- Routine sales should stay fast. Cashiers should be able to complete a normal transaction without a supervisor involved.
- Exceptions route for approval. Above-limit discounts, refunds, and voids should require a manager decision — and that decision should be recorded.
- Sensitive actions are auditable. The owner should be able to see who applied a discount, who cancelled a bill, and who approved a refund.
- Stock and employee management stay owner-only. Repricing, adjusting stock, and creating staff accounts should not be available to cashiers.