Managing Users

Roles and Permissions

Roles & Permissions control the level of access users have within Shopfront. A role is assigned to a user, and permissions are assigned to the role to determine which features each user can access. For example, a manager might have permission to run reports and process orders, while casual staff may only be able to view sales.

To manage your Roles & Permissions, follow the steps below.

  1. Open the Menu
  2. Select Setup
  3. Select Roles & Permissions

Setting up Roles

Creating New Roles

Note: Your subscription requires the Standard Plan to enable this feature.

New Roles can be created from the Roles & Permissions page by selecting the + New icon. After doing this, you will be prompted to name the new role, after naming the new role select Create.

By default, all permissions will be turned off for a new role. Continue on to the next step for information on editing the permissions for a role.


Cloning a Role

Note: Your subscription requires the Standard Plan to enable this feature.

To clone the permissions from an existing role into a new role, select Clone next to the role you wish to copy, this will prompt you to name the new role. Once you have completed this, you will be able to modify the permissions for the newly created role.

This is commonly used if you wish to modify the preset default roles. These roles are distinguished by a lock icon next to the role name, To edit the permissions for a default role, you will first need to clone these roles into a new role.


Editing Role Permissions

Note: Your subscription requires the Standard Plan to enable this feature.

To edit the permissions for an existing role, select Edit next to the role you wish to modify.

Permissions are grouped into sections, e.g. Administration or Register and can be searched by the name of the permission using the search bar. Some permissions are dependent on higher level permissions to be enabled/disabled before they can be modified. 

Once you've finished selecting the permissions for a user role press the Save button at the bottom of the page.


Assigning a Role to a User

Once the role has been set up it can be assigned to a user, to do this follow the steps below.

  1. Open the Menu
  2. Select Setup
  3. Select Users

Find the user you wish to modify and select Edit, or create a new user by selecting + New, choose the role you wish to assign the user and select Save.

Note: Any user who requires all permissions in Shopfront should ensure that No Role (has all permissions) is assigned to their user.


Default Permissions

The table below shows the Shopfront default permissions for the preloaded Casual and Manager Roles.

Role Casual Manager
manage push devices             - -
manage takings adjust movement ๐Ÿ—ธ ๐Ÿ—ธ
modify settings                 - -
modify sale keys                - -
modify receipts                 - -
modify statements               - -
modify payment methods          - -
modify tax rates                - -
modify transfer list            - -
modify customer displays        - -
modify loyalty                  - -
modify hardware                 - -
modify ticket templates         - -
modify integrations             - -
modify users                    - -
modify roles permissions        - -
modify page rules               - -
see trashed items               - -
see mail log                    - -
see media centre                - ๐Ÿ—ธ
upload media content            - ๐Ÿ—ธ
delete media content            - ๐Ÿ—ธ
rename media content            - ๐Ÿ—ธ
create media folder             - ๐Ÿ—ธ
delete media folder             - ๐Ÿ—ธ
rename media folder             - ๐Ÿ—ธ
manage vendor connections       - -


create classifications          - ๐Ÿ—ธ
edit classifications            - ๐Ÿ—ธ
delete classifications          - ๐Ÿ—ธ

Customer Groups

create customer groups          - ๐Ÿ—ธ
edit customer groups            - ๐Ÿ—ธ
delete customer groups          - ๐Ÿ—ธ
adjust customer group pricing   - ๐Ÿ—ธ
adjust customer group loyalty   - ๐Ÿ—ธ


create customers                ๐Ÿ—ธ ๐Ÿ—ธ
edit customers                  - ๐Ÿ—ธ
delete customers                - ๐Ÿ—ธ
adjust customer pricing         - ๐Ÿ—ธ
adjust customer group           - ๐Ÿ—ธ
adjust customer loyalty         - ๐Ÿ—ธ
make customer payments          ๐Ÿ—ธ ๐Ÿ—ธ


see manage takings              ๐Ÿ—ธ ๐Ÿ—ธ
see history                     ๐Ÿ—ธ ๐Ÿ—ธ
see products                    - ๐Ÿ—ธ
see classifications             - ๐Ÿ—ธ
see promotions                  - ๐Ÿ—ธ
see shelf tickets               ๐Ÿ—ธ ๐Ÿ—ธ
see stock management            - ๐Ÿ—ธ
see customers                   ๐Ÿ—ธ ๐Ÿ—ธ
see customer groups             - ๐Ÿ—ธ
see pricelists                  - ๐Ÿ—ธ
see balances                    - ๐Ÿ—ธ
view revision history           - ๐Ÿ—ธ
see stocktake                   - ๐Ÿ—ธ
see webhooks                    - -
create webhooks                 - -
edit webhooks                   - -
delete webhooks                 - -
manage gift cards               ๐Ÿ—ธ ๐Ÿ—ธ
manage billing                  - -
see user menu graphs            ๐Ÿ—ธ ๐Ÿ—ธ
change register                 ๐Ÿ—ธ ๐Ÿ—ธ
modify registers outlets        - -
modify barcode templates        - -
clear local data                - -



Configure Kitchen Screens

- -

Use Bump Screen

- -


create pricelists               - ๐Ÿ—ธ
edit pricelists                 - ๐Ÿ—ธ
delete pricelists               - ๐Ÿ—ธ


see cost                        - ๐Ÿ—ธ
product make inactive           - ๐Ÿ—ธ
product modify inventory        - ๐Ÿ—ธ
create products                 - ๐Ÿ—ธ
edit products                   - ๐Ÿ—ธ
delete products                 - ๐Ÿ—ธ
view inactive products          - ๐Ÿ—ธ
view product                    - ๐Ÿ—ธ


edit express promotions         - ๐Ÿ—ธ
edit advance promotions         - ๐Ÿ—ธ
create express promotions       - ๐Ÿ—ธ
create advance promotions       - ๐Ÿ—ธ
delete promotions               - ๐Ÿ—ธ
modify promotion categories     - -


associate barcode               ๐Ÿ—ธ ๐Ÿ—ธ
discount                        ๐Ÿ—ธ ๐Ÿ—ธ
hold sale                       ๐Ÿ—ธ ๐Ÿ—ธ
cancel held sale                ๐Ÿ—ธ ๐Ÿ—ธ
refund                          ๐Ÿ—ธ ๐Ÿ—ธ
cashout                         ๐Ÿ—ธ ๐Ÿ—ธ
open drawer                     ๐Ÿ—ธ ๐Ÿ—ธ
history cancel sale             ๐Ÿ—ธ ๐Ÿ—ธ
history modify sale             - ๐Ÿ—ธ
perform safe drop               ๐Ÿ—ธ ๐Ÿ—ธ
sell                            ๐Ÿ—ธ ๐Ÿ—ธ
modify held sale note           ๐Ÿ—ธ ๐Ÿ—ธ


manage takings see totals       - ๐Ÿ—ธ
run sales reports               - -
run inventory reports           - -
view reporting dashboard        - -
view register closures          - -
run purchase reports            - -
run actions reports             - -
edit user dashboard             - -
run advanced reports            - -
run misc reports                - -
see recent register closures    - -
see security events             - -

Stock Management

stock create order              - ๐Ÿ—ธ
stock create transfer           - ๐Ÿ—ธ
stock create return             - ๐Ÿ—ธ
stock edit order                - ๐Ÿ—ธ
stock edit transfer             - ๐Ÿ—ธ
stock edit return               - ๐Ÿ—ธ
stock delete                    - ๐Ÿ—ธ
stock receive                   - ๐Ÿ—ธ
stock send                      - ๐Ÿ—ธ
perform stocktake               ๐Ÿ—ธ ๐Ÿ—ธ
stock create credit             - ๐Ÿ—ธ
stock edit credit               - ๐Ÿ—ธ
stocktake apply zero            - ๐Ÿ—ธ
stocktake apply ignore          - ๐Ÿ—ธ
express stocktake               - ๐Ÿ—ธ
see product backorders          - ๐Ÿ—ธ
add product backorder           ๐Ÿ—ธ ๐Ÿ—ธ
update product backorder        - ๐Ÿ—ธ


see suppliers                   - ๐Ÿ—ธ
edit suppliers                  - ๐Ÿ—ธ
create suppliers                - ๐Ÿ—ธ
delete suppliers                - ๐Ÿ—ธ


Commonly Asked Questions

I am attempting to enable a permission but am unable to toggle it on

If a specific permission cannot be toggled on, it is likely because another dependent permission must be activated before enabling it. Hovering over the permission will show the dependent permission(s).

For instance, in the example below, attempting to activate the Create Media Centre Folder permission is not possible until the See Media Centre permission is enabled.