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Settings

Last Update 5 bulan yang lalu

How do I access Settings? How do I change my store settings, like name, address, and phone number? Can I upload a new logo for my store? How do I add a new employee? What is the difference between an cashier, technician, employee, manager, and owner?

What is the difference between an cashier, technician, employee, manager, and owner?

Cashiers has the most limited of authority. They can view, create and edit the following:

  • Dashboard message widgets
  • Invoices
  • Messages
  • Timesheets (only their own)


Technicians has a little more authority than a cashier. They can view and create the following:

  • Dashboard invoice and service tag list and message widgets
  • Invoices
  • Service Tickets
  • Messages
  • Timesheets (only their own)


Employees only have access to the basic point-of-sale features. They can view, create and edit the following

  • create, view, and edit Dashboard tag-list and message widgets

  • create, view, and edit Customers, orders, products, purchases, quotes, repairs, and suppliers

  • create, view, and edit Calendar entries

  • view linked items

  • view online orders

  • view unpaid invoices



Managers have access to all the point-of-sale features plus 
  • editing order dates, 
  • editing time-sheets of other employees, 
  • adding payment methods to the card vault, 
  • paying invoices using vaulted payment methods, 
  • updating product listings from invoices,
  • viewing/editing recurring billing information.

The Owner has access to all features listed above, plus 

  • editing settings, 
  • deleting closed invoices (not paid by credit)
  • opening closed invoices/updating closed invoice statuses
  • importing/exporting data.