When to change a role
Change a staff member's role when their responsibilities change β a cashier promoted to supervisor, a manager who leaves and needs to be downgraded before their notice period ends, or a new hire whose role needs adjustment after their first week.
How to change a role
- Go to Settings β Staff
- Click on the staff member whose role you want to change
- Click Edit
- Select the new role from the dropdown
- Click Save
The role change takes effect immediately. If the staff member is currently logged in, their access updates the next time they navigate to a new page β they do not need to log out and back in.
Who can change roles
Only the account owner and Admin-role staff can change other staff members' roles. A Manager cannot change anyone's role. A Cashier or Viewer cannot change any roles.
Can an Admin change their own role
No. Staff members cannot change their own role. The account owner must make the change. This prevents accidental self-demotion or self-promotion.