Admin and settings
Manage users, roles, and access
Use the users page to add people, adjust access, and keep employee accounts aligned with the work they actually do.
Use Users after onboarding whenever a staff member joins, changes responsibility, or leaves.
The goal is simple: each person should have enough access to do the job and no more than that.
Quick facts
Start here
- User access should be reviewed when someone changes locations or responsibilities.
- Inactive access is safer than leaving old accounts fully open.
- The cleanest access model is role-based, not one-off permission edits for every person.
Step 1: Add or update the user record
Open Users, find the person, and update the access that matches the work they do today.
If the person is new, add them with the role and locations they should start with instead of planning to clean it up later.
Step 2: Review role fit and clean up old access
- Reduce access when a person no longer needs accounting, payroll, or admin tools.
- Disable or limit old accounts instead of leaving them active out of convenience.
- Review multi-location access carefully so staff do not keep seeing stores they no longer work in.