Roles & Permissions

How to crate roles and give permissions to your staff

Roles & Permissions

What are Roles & Permissions?

Roles and permissions allow you to control who has access to specific features and actions within your Daash account. This is especially useful for businesses with multiple staff members who require different levels of access depending on their job responsibilities.

For example, a cashier may need access to view orders but not to change product prices, while a manager may need full access to manage inventory, sales, and account settings.

By assigning users to specific roles with clearly defined permissions, you can ensure secure and efficient operations in your store.

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Accessing the Roles & Permissions Page

To access the Roles & Permissions section:

1. Go to the main Settings page.

2. Under Business Settings, Select Roles & Permissions.

You will be taken to a page displaying:

• A search bar to find existing roles.

• A blue "+ Add roles" button to create a new role.

• A list of previously created roles (if any), which includes:

  • The title and description of each role.

  • The number of members assigned to each role.

  • The creation date of each role.

  • A three-dot icon for each role that gives access to:

    • View details

    • Edit role

    • Delete role

A view of the Roles page

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Creating a New Role

To create a new role:

1. Click the blue "+ Add roles" button.

2. You’ll be taken to a new page with two main sections:

   • Role Details:

     • Input the name of the role (e.g., Manager, Cashier, Inventory Staff).

     • Provide a description that clearly explains what the role does.

   • Permissions:

     • You’ll see a full list of available permissions.

     • Each permission group can be expanded by clicking the dropdown arrow.

     • Use the checkboxes to allow or deny specific permissions within each group.

3. Once you’re satisfied with your selections, click the "Add role" button located at the top right corner of the page to save and create the role.

Decide the permissions given to each role

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Editing or Deleting a Role

To modify or remove an existing role:

1. Locate the role from the list on the Roles page.

2. Click the three-dot icon on the right of the role entry.

3. Choose:

   • "View details" to review permissions and information.

   • "Edit role" to update name, description, or permissions.

   • "Delete role" to permanently remove the role.

⚠️ Note: Deleting a role will unassign all users linked to that role. Be sure to reassign users as needed before deleting.