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 also adjust these permissions as needed.
To manage user permissions, go to Settings β Users β Manage User Accounts.
π Permissions Explained
Here's a breakdown of the different permission types:
Edit Orders | Users can create and edit orders, including paid or completed ones. This includes copying orders, marking them as cleaned or ready, and processing payments. They can also modify items, payment types, and dates. |
Edit Complete Orders | Users can edit orders that have been completed. |
Edit Paid Orders | Users can only edit orders that have been paid. |
Edit Price List of Order & Customer | Users can modify the price list associated with orders and customer profiles. |
Delete Orders | Users can delete orders from the Cleaning page. |
Add Discounts to Orders | Users can apply discounts to orders on the New Order Page or by copying orders. |
Add Discounts to Customers | Users can apply discounts to customer profiles. |
Add Credits to Customers | Users can apply credits to customer profiles. |
Open Cash Drawer Manually | Users can manually open the cash drawer. |
Manage Products & Prices | Users can add, delete, and edit products, create price lists, and adjust product settings. |
Manage User Accounts | Users can view and edit permissions, and adjust clock-in and clock-out times in Settings β Users. |
Add Customers | Users can add new customers to the POS system. |
Edit Customers | Users can update existing customer profiles. |
Manage Invoices | Users can create, edit, delete invoices, and update payment statuses. |
Metrics | Users can access sales, revenue, staff performance data, and export reports from Settings β Metrics. |
Edit Printer Settings | Users can modify hardware configurations in Settings β Hardware. |
Marketing | Users can manage marketing notifications and announcements to customers from Settings β Marketing. |
Manage Audits | Users can perform and access audit features. |
Manage Admin Settings | Users can modify admin settings, excluding the Website section. |
Cash Up | Users have full access to the cash up page and related features. |
Edit Cash Ups | Users can edit cash up records. |
Cash Up Confirm | Users can review and confirm completed cash up values. |
Allow Visibility of Revenue | Users can view revenue data. |
Manage Payrolls | Users can manage payrolls in Settings β Users β Payroll. |
Manage Refund | Users can handle and issue refunds. |
Export Data | Users can export data reports from Settings β Metrics β Data Export. |
π‘ Need more help?
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