# Roles and permissions

> Make a role such as Cashier, choose what it may see and do, and give it to a person on your team.

*Section: Team and settings · Updated: 2026-10-19*

By the end you will have made a role that opens the right pages for a group of staff, and given it to a person.

## How roles work

Each person in the shop has one role. A role is a list of things they may do, and the menu shows each person only what their role allows. A new shop starts with one role, **Owner**, which can do everything. The roles list shows no edit or delete buttons for it.

![User Management › Group Permissions: Search and Create above the roles list, with Cashier (Sells at the till and takes returns) with its edit and delete buttons, and Owner without them.](https://armpos.online/storage/help/169c236333-roles-and-permissions-1-list.webp)
*Owner can't be changed or deleted. Every other role has edit and delete.*

## Create a role

1. **Open [User Management › Group Permissions](/app/User_Management/permissions/list).**
2. **Click Create.** The **Create Permission** page opens.
3. **Name the role.** **Role** is required, for example Cashier. **Role Description** is optional.
4. **Tick what the role may do.** Each area has its own panel: **Dashboard**, **Products**, **Sales**, **Purchases**, **Customers**, **Reports**, **Settings** and more. **View**, **Create**, **Edit** and **Delete** are separate ticks. Nothing is ticked at the start.
5. **Click Submit** at the foot of the page. You land on the roles list.

![Create Permission: Role set to Cashier and Role Description "Sells at the till and takes returns", above the first panels: Dashboard, Users management, Users Permissions, Products, Pharmacy Settings and Adjustment.](https://armpos.online/storage/help/f4519a872b-roles-and-permissions-3-create.webp)
*Name the role, then work down the panels. Nothing is ticked until you tick it.*

## A cashier, for example

- Under **Sales**, tick **Point of Sales**. It opens the POS and lets them sell.
- Under **Customers**, tick **View** and **Create** so they can find and add customers.
- Under **Sales Return**, tick **Create** if they take returns at the POS.
- **Change product details** under **Sales** lets them change a price in the cart. Leave it off if prices are fixed.
- Leave **Reports** and **Settings** unticked, and **Dashboard** too if your figures are private.

![The Sales panel with only Point of Sales ticked; View, Create, Edit, Delete, Real-time Sales Counter, Kitchen Display, Kitchen Display - Manage, customer display screen setup, Shipments, Change product details and edit tax and discount and shipping are left unticked.](https://armpos.online/storage/help/d21dde0fc9-roles-and-permissions-2-sales-panel.webp)
*For a cashier, Point of Sales is the one tick the Sales panel needs.*

## Give the role to a person

1. **Open [User Management › Users](/app/User_Management/Users).**
2. **Click the pencil beside the person.**
3. **Pick the Role.** It is required.
4. **Set what they see.** **View all records of all Users** lets them see sales and other records that colleagues made. Without it, they see their own. Under **Access warehouses**, tick **All Warehouses**, or untick it and pick them in **Some Warehouses**.
5. **Click Submit.**

A person who is already signed in sees the change after they reload the page.

> **Tip:** Make the role before you add the person. Then you can pick it while you create their account: see [Add your team](/app/help/add-your-team).

## What's next

To add a new person, see [Add your team](/app/help/add-your-team).
