Staff & Roles
Creating roles and restricting access
Define what each staff role can see and do — from viewing sales reports to issuing refunds.
1 min read
Roles are how you protect sensitive parts of your business while still giving everyone the tools to do their job.
MerxumOS ships with industry-aware roles such as cashier, sales attendant, branch manager, accountant, and warehouse staff. Each role grants a tailored set of permissions.
- Control who can give discounts and process refunds.
- Decide who can view reports, finances, and cost prices.
- Limit settings, staff management, and plan changes to owners and managers.
Tip — The roles available adapt to your plan and industry — a restaurant sees kitchen roles, a wholesaler sees route and agent roles.
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