Security and Access

Custom roles and permissions

Staff need the app to do their job and no more of it. Roles are yours to define, screen by screen, rather than chosen from a fixed list.

All plansAndroid · iOS · Web · Windows

The reason a shared password fails

One owner login shared with the staff is how most small businesses start, and it has two costs: everyone can see the margin on every item, and nothing that goes wrong can be traced to a person.

Roles fix both. A cashier bills and takes payments; a storekeeper touches stock; an accountant reads reports. Each person signs in as themselves, sees the screens their role allows, and the audit log records what was done under their name.

Setting staff up properly

  1. 1Create the role

    Name it for the job — cashier, storekeeper, accountant.

  2. 2Pick the screens

    Allow what the job needs and leave the rest closed.

  3. 3Add the user

    Their own login, with that role attached.

  4. 4Review it later

    Roles can be tightened as the business changes.

Inside Security and Access

Who can open the books, on which device, and what they are allowed to do once inside. Staff get accounts of their own rather than a shared password, and what each of them can reach is set screen by screen.

Most of it is set up once, early, and then only noticed when something changes — a new device signs in, a bill is cancelled, a role needs tightening.

What it works with

The logins it applies to, and what records their actions.

Reports it feeds

Audit logs · Login history

Every feature, by plan →

Questions people ask

Can I stop staff seeing profit reports?

Yes — permissions are set screen by screen, so a cashier can bill without the profit screens being open to them.

Does every staff member need their own login?

That is the point of it: their own login is what makes the audit log meaningful and the permissions enforceable.

Can I change a role after creating it?

Yes, roles can be edited as responsibilities change.

Give the staff the app, not the books

Everyone signs in as themselves and sees exactly the screens their job needs.