Staff permissions: what each group opens and what to block
A staff login gets permission groups (Sales, Products, Contacts, Ledger, Reports, Expenses, Purchases, Counters, Box Cash) and can have single actions blocked inside them, such as seeing buying prices, backdating, voiding or resetting wallets.
You need: Owner login
The groups
| Group | Opens |
|---|---|
| Sales | New sale, sale list, share, record payment, returns, pre-sales |
| Products | Add and edit products, groups, labels; Add stock is its own key |
| Contacts | Add and edit customers and suppliers, groups |
| Ledger | Statements, Received / Paid cash, accounts |
| Reports | Stock, product, service, GSTR-1, sale report |
| Expenses, Purchases, Counters, Box Cash | Each its own screen |
| Buying price & profit | See buying prices, profit and stock value — off by default |
| Job Cards, Recharge, Projects, Proposals | Their add-on screens |
Blocks inside a group
Backdate a sale · Void a sale · Void a receipt · Reset a recharge wallet · See buying price and profit. A block wins over the group.
Where
Settings → Staff Access → the person → Permissions. Changes apply on their next action.
Works on: the web app.
Questions people ask
What does a cashier need?
Sales only: make, list and share sales, record payments. No Products, no Reports.
What does a store manager need?
Sales, Products, Contacts, Purchases, Reports; and if you trust them with margins, Buying price & profit.
Can permissions differ per outlet?
A person can be limited to one store; their groups apply inside it.