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New Cash register permissions - set ip up more precise

Updated

In this article, you will learn about the new Cash register permissions, and how to prepare your roles to ensure there are no surprises in your daily operations. 

Contents

Fast lane

  • Open the Role / Permission management (e.g., Settings / Staff & Resources / Roles & Permissions).
  • Select the relevant role (e.g., Reception, Studio Manager).
  • Go to the Sales & Cash register section.
  • Check the newly added permissions and adjust them as needed.
  • Save—and test the workflows.

What is changing?

With this release, we are introducing additional, more granular permissions for the cash register. This allows you to control exactly who is allowed to do what at the POS—for example, granting discounts, selling individual items, or performing a cash count.

Automatic migration from "Use cash register"

All new permissions are initially derived from the basic permission "Use cash register". In practice, this means:

  • If a role previously had "Use cash register" enabled, it will initially receive the new detailed permissions automatically.
  • This keeps the status quo stable at launch—you can then specifically restrict or expand rights afterward.

Important: The new permissions generally do not replace the basic permission "Use cash register", but rather supplement it. Continue to plan with "Use cash register" as the basic prerequisite for POS operations and use the new permissions for fine-tuning.

Overview of the new POS permissions

You can find the new permissions in the permissions area Sales & Cash register (see screenshot), including the following entries:

  • Sell individual items – Enables the sale of custom/individual items.
  • Perform cash count – Enables the execution of a cash count.
  • Record deposit return – Enables the entry of deposit returns.
  • Apply discounts – Enables applying discounts to sales or the shopping cart.
  • Gift items – Enables giving an item for free.

How to adjust roles and permissions

  1. Inventory: Which roles currently have "Use cash register"?
  2. Decide in detail: Who is allowed to give discounts? Who can book deposits? Who can perform cash counts?
  3. Set permissions: Activate/deactivate the new detailed permissions per role according to your internal processes.
  4. Practical test: Run through typical scenarios once (e.g., selling individual items, cart discounts, deposit returns, gift items, cash counts).
  5. Prepare rollout: Briefly inform your team about which activities are now only possible for certain roles.

Troubleshooting

  • Discounts "suddenly" don't work: Check if the role actually has the new discount permission enabled (not just "Use cash register").
  • Cash count only for shift supervisors: If you want to restrict cash counts, deliberately remove the permission from reception/trainer roles.
  • Inconsistent roles across locations: If you have multiple locations/teams, align the role logic early on to avoid support cases on the cutoff date.

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