Users & roles

Access is role-based throughout: a person’s role decides which app they can open and what they see inside it, and per-person permissions narrow that further.

The roles

Role	Reaches
Admin	Everything
Co-Admin	Everything an admin can, and the role you should actually hand out
Outlet Owner	Their own outlet — orders, catalog, customers, reports
Outlet User	Only the areas granted on their record
Franchise Owner	Every outlet in their franchise, with franchise reporting
Franchise User	The same, narrowed by their grants
Zone Manager	The outlets in their zones
Dispatch Manager	The dispatcher panel, and nothing else
Driver	The partner app in driver mode
Driver Group Manager	Their driver group

Settings, configuration, reports and the loyalty features are admin and co-admin only. Everyone else lands on the part of the product they work in.

Adding a user

Create the user, pick their role, then fill in what that role needs:

Driver profile — type, driver group, the outlets they serve, and vehicle model, number and type. See Drivers.
Driver details — whatever custom fields you have defined.
Outlet access — for an outlet user, which outlets they work at and what they may do there.

Narrowing what a member of staff can do

An outlet user’s record carries feature grants — Order Management and Catalog Management — and the partner app shows only what they hold. A staff member with order management but not catalog management never sees the catalog editor at all, so there is nothing to tap by mistake.

Beyond that, money operations are permissioned separately, in the order edit and cancellation settings rather than here:

Permission	Governs
Can edit	Changing products on a placed order
Can add fees	Adding a charge to one
Can collect payment	Recording money on an edited-up order
Can process refund	Issuing a refund
Can cancel	Cancelling an order
Can waive cancellation fee	Skipping the fee

Each is set per role. A common shape: everyone can edit, only managers refund and waive. See Editing & refunds and Cancellations.

Register staff are separate

The POS register does not use these accounts. It has its own staff roster — cashier or manager, each with a PIN — because a register signs in as a person per shift, not as a user with a password. Manager-gated actions on the register check that roster, not this one.

Managed under Dashboard → Operations → Devices → POS Staff (/configuration/devices/staff); see Devices & staff PINs.

Approvals

New outlets and new drivers can apply through public forms rather than being created by hand, landing in queues at Dashboard → Operations → Approvals. Review, then approve or decline.

Worth using even at small scale: it collects the same information every time and leaves a record of who applied and when.

Sensitive actions

Deactivate people who leave, the same day. It takes seconds, and it is the difference between a tidy report and an unexplained one.
One login per person. Shared accounts make every report unanswerable — till sessions, refunds and approvals are all attributed to whoever’s credentials were used.
Review admin accounts quarterly. The list only ever grows on its own.

Troubleshooting

Symptom	Cause
Someone cannot see a dashboard section	Settings, configuration, reports and features are admin and co-admin only
Two staff see different things in the partner app	Different roles, or different feature grants on their records
A staff member cannot refund	Refunds are permissioned in the order edit settings, not on the user
A driver receives no orders	They must be online, in a group, and assigned to the outlet
A register PIN does not work	Register staff are a separate roster under Devices
A new outlet is not appearing	It may be waiting in the approvals queue

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