How to create a custom role

If the built-in Owner and Manager roles don't fit (for example, an inventory clerk who shouldn't see financial reports), build a custom role with exactly the permissions you want.

1. 1

   Open Settings → Users & Roles

   From the sidebar click Settings, then Users & Roles. You'll see existing roles in the Roles section.

2. 2

   Click Add Role

   Type a role name like 'Inventory clerk' or 'Senior tech'. Pick a short, descriptive name — it shows next to each team member who has it.

3. 3

   Toggle permissions by feature

   Permissions are grouped by area: Customers, Orders, Products, Repairs, Inventory, Reports, Settings, Team, Finance. Tick or untick the granular actions inside each group (e.g. 'Add customer', 'Export reports', 'Edit prices').

4. 4

   Save the role

   Click Save. The new role is now available in the Add User and Edit User screens.

5. 5

   Apply the role

   Open Settings → Users & Roles, click a team member, and change their role to the new one. They get the new permissions on their next login.