When adding new staff members to CleanCloud, you can set specific permissions for their user accounts. These permissions determine what actions they can perform within the system. As an admin, you can adjust these permissions at any time.
How to Manage User Permissions
To manage user permissions, navigate to Settings → Users → Manage User Accounts.
User Permissions Overview
Below is a breakdown of the different permission types and what they allow users to do:
Edit Orders | Create and modify orders, including paid or completed ones. Users can also copy orders, mark them as cleaned/ready, process payments, and adjust items, payment types, and dates. |
Edit Complete Orders | Modify completed orders. |
Edit Paid Orders | Modify orders that have already been paid. |
Edit Price List of Order & Customer | Update price lists for both orders and customer profiles. |
Delete Orders | Delete orders from the Cleaning page. |
Add Discounts to Orders | Apply discounts to orders via the New Order Page or when copying orders. |
Add Discounts to Customer Account | Apply discounts directly to customer profiles. |
Add Credits to Customer Account | Add credit balances to customer accounts. |
Open Cash Drawer Manually | Manually open the cash drawer. |
Manage Products & Prices | Add, delete, and edit products, create price lists, and adjust product settings. |
Manage User Accounts | View and edit user permissions, and adjust clock-in/clock-out times (Settings → Users). |
Add Customers | Add new customers to the POS system. |
Edit Customers | Update existing customer profiles. |
Manage Invoices | Create, edit, and delete invoices, as well as update payment statuses. |
Metrics | Access sales, revenue, and staff performance data; export reports from Settings → Metrics. |
Bypass Clock In | Allows a user to bypass clock-in requirements. |
Edit Printer Settings | Modify printer configurations via Settings → Hardware. |
Marketing | Manage customer notifications and announcements via Settings → Marketing. |
Manage Audits | Perform and access audit features. |
Manage Admin Settings | Adjust admin settings (excluding Website settings). |
Cash Up | Full access to the Cash Up page and related features. |
Edit Cash Ups | Modify existing Cash Up records. |
Cash Up Confirm | Review and confirm completed Cash Up values. |
Allow Visibility of Revenue | Grant access to view revenue data. |
Manage Payrolls | Manage payrolls via Settings → Users → Payroll. |
Manage Refund | Process and issue refunds. |
Export Data | Export reports from Settings → Metrics → Data Export. |
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