How to create a role
Create a role in the Merchant Hub and set its permissions to control what team members can access — then assign the role when you add a user.
Roles control what a team member can access. You create a role, set its permissions, and then assign that role when you add a user — so it's best to set up your roles first.
How to create a role
In the Merchant Hub, go to Team → Roles.
Choose Add Role and give it a name (for example, Manager or Cashier), then create it.
Select the role and toggle its permissions in the permission editor to control what the role can access.
Common examples are a Manager role with broad access and a Cashier role limited to ringing up sales. Set up as many roles as you need to match how your team works.
Assigning a role
You assign a role when you add a user (Team → Users → Add User). If no roles exist yet, create them under Team → Roles first. The role you assign determines what that user can see and do — both in the Merchant Hub and at the POS.
You can't edit your own role — its editing is disabled to prevent you from locking yourself out.
Frequently asked questions
Where do I create roles? Under Team → Roles.
What does a role control? Its permissions — what areas and actions a user with that role can access.
How do I give a user a role? Assign the role when you add the user under Team → Users.
Why can't I edit my own role? Editing your own role is disabled so you can't accidentally remove your own access.
Step by step
- 1
Open Roles
In the Merchant Hub, go to Team → Roles.
- 2
Add a role
Choose Add Role and give it a name (for example Manager or Cashier), then create it.
- 3
Set its permissions
Select the role and toggle its permissions in the permission editor to control what the role can access.
- 4
Assign it to users
When you add a user, assign this role to control what they can do.
Frequently asked questions
Where do I create roles?
Under Team → Roles.
What does a role control?
Its permissions — what areas and actions a user with that role can access.
How do I give a user a role?
Assign the role when you add the user under Team → Users.
Why can't I edit my own role?
Editing your own role is disabled so you can't accidentally remove your own access.