Roles and access

Every user has one role, set by an administrator in Users. The role decides which screens you can open and which appear in your side menu.

What each role does

Role	Day to day
Supervisor	Runs operations: shifts, receipts, the catalogue, locations, accounts and reports.
Administrator	Manages users, permissions, company details and system settings. Can open every screen.
Auditor	Read-only: the dashboard, revenue reports, fiscal device status and audit logs.
Marshal	Collects revenue on the handheld app. Marshals do not use the back office.

Who sees what in the menu

Menu	Supervisor	Administrator	Auditor
Dashboard	✓	✓	✓
Inventory: Categories, Items	✓
Marshal Services	with permission	✓
Locations	✓	✓
Shifts, Accounts	✓
Reports: Receipts	✓	✓
Reports: Revenue By Period, Vision, Serenic	✓	✓	✓
Fiscalisation	✓	✓	✓
Audit Logs		✓ (Settings)	✓ (Reports)
Settings: Account Types, UOMs, Tax, Currencies	✓	✓
Settings: Manage Users, Company Details		✓
System Settings		✓

An auditor’s menu, for example, has only the dashboard, reports, fiscalisation and audit logs:

Administrators can open every screen, including ones that aren’t in their menu (for example Shifts), by going to the page directly or following a link.

Extra permissions

Some actions need a permission on top of the role. An administrator ticks them on the user’s profile in Users:

Permission	Lets the user
Manage Advanced Shifts	Cancel a shift that has started, and change shift statuses.
Run Retroactive Missing Taxes Routine	Use Sync Missing Taxes on the Vision Report.
Manage Products	Create, edit, delete and import items.
Assign Products to Marshalls	Use Marshal Services to choose what each marshal may sell. Supervisors need it; Administrators always have it.

Can’t see something you expect?

It’s one of three things: your role doesn’t include it, you’re missing a permission, or your council hasn’t switched the feature on in System Settings. An administrator can check all three.