Decide what each staff member may do (roles)

Create roles such as Cashier or Manager and choose exactly which parts of Quid each can use.

Where to find it TeamRolesView Roles Open this screen in Quid POS

A role is a named list of permissions. You give each team member one role. Change the role, and everyone who has it changes with it.

Create a role

Permission	Lets the person…
Manage Transactions	Sell on the register, and void sales.
Manage Customers	Add and change customers, record their payments.
Manage Inventory	Add and change items, prices and stock counts.
Manage Suppliers	Add and change suppliers.
View Bills/Purchase Orders	Look at purchase orders and bills.
Manage Bills/Purchase Orders	Create and change them, and receive stock.
View Reports	Open reports and the Overview page (sales, profit, stock value).
Manage Settings	Change tax, currency, receipts and business details.
Manage Team Members	Add staff and change roles.
Manage Referrers	Add and change referrers.
Manage Account	See and change your plan and billing.
View Notifications	See messages from Quid.
Manage Online Store Settings / Orders	Run the web store.
Punch Clock	Clock in and out.

Role	Tick these
Cashier	Manage Transactions, Manage Customers, Punch Clock
Stock keeper	Manage Inventory, Manage Suppliers, Manage Bills/Purchase Orders, Punch Clock
Manager	Everything except Manage Account

Tip

Give people the least they need. A cashier who cannot see costs and profit cannot share them by accident.

Go to TeamRolesView Roles, open the role, change the ticks and save. The change applies the next time those team members open a page.

Can the owner's access be limited?

No. The owner login (the one that created the account) can always do everything.

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