User & Employee Management

Manage your store's staff accounts, roles, and access permissions.

Overview

Navigate to Configuration > Employees in the sidebar to view and manage your store's users.

User Roles

Each user is assigned a role that determines what they can access:

Role	Description	Scope
Admin	Full store access including billing and settings	Assigned store(s)
Manager	Operations, inventory, reports, and staff management	Assigned store
Assistant Manager	Shift support, similar to Manager with fewer permissions	Assigned store
Budtender	Sales and customer-facing features	Assigned store
Accountant	Reports and financial data	Assigned store

Role Permissions

Permission	Admin	Manager	Asst. Manager	Budtender	Accountant
View Dashboard	Yes	Yes	Yes	Limited	Limited
Process Sales	Yes	Yes	Yes	Yes	-
Apply Discounts	Yes	Yes	Yes	Limited	-
Void Transactions	Yes	Yes	Yes	-	-
Manage Inventory	Yes	Yes	-	-	-
View Reports	Yes	Yes	Limited	-	Yes
Manage Users	Yes	-	-	-	-
Store Settings	Yes	-	-	-	-
Billing Access	Yes	-	-	-	-

Adding a New User

1. Navigate to Configuration > Employees.
2. Click Add Employee.
3. Enter user information:
   • Username (used for login)
   • First Name and Last Name
   • Password
   • Email (optional)
   • Phone (optional)
4. Select a role.
5. Click Create.

Editing a User

1. Click on a user to open their details.
2. Update information as needed (name, phone, role, status).
3. Click Save Changes.

Employee PINs

In multi-user register mode, each employee needs a PIN to identify themselves at checkout. PINs are also used for manager approval of restricted discounts and voids.

Deactivating a User

To disable access without deleting the account:

1. Open the user's details.
2. Click Deactivate or set the status to inactive.
3. The user can no longer log in.
4. Historical data (sales, activity) is preserved.
5. The account can be reactivated later.

Deleting a User

To permanently remove a user:

1. Open the user's details.
2. Click Delete User.
3. Confirm the deletion.

warning

Deletion cannot be undone. Consider deactivating instead if you may need the account later.

Multi-Store Access

For organizations with multiple locations, users can be assigned to more than one store:

• A user can have different roles at different stores
• When logging in, multi-store users see a store selector
• Actions are tracked per store

Password Management

Password Requirements

All passwords must have:

• Minimum 8 characters
• At least one uppercase letter
• At least one lowercase letter
• At least one number
• At least one special character

Resetting a Password

1. Open the user's details.
2. Click Reset Password.
3. The user receives a password reset email.
4. They click the link and set a new password.

Best Practices

• Least privilege — Give each user only the access they need for their role.
• Review access regularly — Remove access promptly when employees leave.
• Keep email addresses current — Needed for password resets and notifications.
• Use PINs — Enable multi-user register mode so each employee's sales are tracked individually.

Troubleshooting

User can't log in:

• Verify the account is active
• Check they're using the correct username
• Try resetting the password
• Verify the store is active

User has wrong permissions:

• Review their assigned role
• Check their store assignment
• Update the role if needed

Account locked:

• Check for repeated failed login attempts
• Reset the password
• Reactivate the account if deactivated