Who Can Do What: Access Rights Explained

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What you’ll need


Back Office Permissions

These permissions control administrative access via the TaoRocket console:

PermissionDescriptionRequires
View sales reportsAccess sales data and performance reports.
Cancel receiptsAllows canceling of customer receipts.View sales reports
Manage online menuControl the digital menu content and settings.
Manage itemsAdd, edit, or delete inventory items.
Manage discountsCreate and modify discounts applied in sales.
View cost of itemsSee the cost prices of inventory items.
Manage rolesCreate and modify user roles and permissions.
Manage usersInvite, edit, or remove user accounts.
View suppliersAccess supplier information.
Manage suppliersAdd, edit, or remove suppliers.View suppliers
Manage customersManage customer data and profiles.
Manage inventoryControl stock levels and inventory operations.
View inventory profitAccess profit reports related to inventory sales.
Delete inventoryPermanently remove inventory entries.Manage inventory
Manage subscriptionsAdjust or upgrade subscription plans.
Manage payment typesConfigure accepted payment methods.
Manage taxesSet up tax rules and calculations.
Manage POSConfigure point-of-sale settings.
Manage POS devicesAdd and manage POS hardware devices.
Edit general settingModify general company and platform settings.

POS App Permissions

These permissions apply to staff using the POS app:

PermissionDescription
Accept paymentsProcess customer payments.
Apply discount with restricted accessGrant permission to apply discounts under controlled conditions.
Open cash drawer without making a saleAllow opening the cash drawer independently.
View all receiptsAccess sales receipt records.
Perform refundsProcess returns and refunds.
Reprint and resend receiptsPrint or email customer receipts again.
Manage itemsModify item details accessible via the POS./td>
View cost of itemsView item costs in the POS app.
Change settingAdjust POS app-specific settings.

Notes on Permission Dependencies

  • To Cancel receipts, you must also have View sales reports permission.
  • To Manage suppliers, you must also have View suppliers permission.
  • To Delete inventory, you must also have Manage inventory permission.

Tips on Permission Management

  • Assign permissions that fit employees’ roles to keep your business safe and efficient.
  • Review and update permissions regularly as roles evolve.
  • Keep high-level permissions limited to trusted personnel.

🎉 Understanding and managing permissions properly ensures your business runs smoothly, securely, and with clear responsibilities for every team member.