Roles define what each user can see and do in Stockenzo. Create roles that match your business hierarchy — one role per job type, with only the permissions that role needs.
Default Roles
| Role | Typical Access | Suitable For |
|---|---|---|
| Admin | Full access — all features, settings, users, reports | Business owner, senior manager |
| Cashier | POS screen only — no settings, limited reports | Counter staff, checkout operators |
| Manager | Sales, purchases, reports — no user management or settings | Store managers, supervisors |
Creating a Custom Role
- Go to Users → Roles → Add Role
- 2Give the role a name
e.g. "Inventory Manager", "Sales Staff", "Report Viewer" - Set permissions
Check or uncheck each permission. Permissions are grouped by module (Sales, Purchases, Products, Reports, Settings, etc.). You can enable "View", "Add", "Edit", "Delete" separately for each module. - Save the role
It immediately becomes available when adding or editing users.
Key Permission Categories
| Module | What permissions control |
|---|---|
| Sell / POS | Access to POS screen, ability to create sales, apply discounts, process returns |
| Purchases | View and create purchase orders and payments |
| Products | Add, edit, delete products and manage categories |
| Contacts | View and manage customers and suppliers |
| Reports | Access to sales, profit, stock and other reports |
| Expenses | Add and view business expenses |
| Settings | Modify business settings, tax rates, payment methods |
| Users | Create and manage user accounts |
Follow the principle of least privilege — give each role only the permissions it absolutely needs. A cashier doesn't need to see profit reports or edit products.
