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How to Set Up Roles and Permissions

Written by the SellarPro team · Published 12 October 2026 · 2 min read

Short answer

Open Access Controls → Roles and click Add. Name the role after the job, tick exactly the permissions it needs, and save. Give the role to staff under Access Controls → Users, where you also choose which branches each person can use.

A role is a set of permissions for a job: Cashier, Storekeeper, Supervisor. Give each person a role, and they see only what that job needs.

Create a role

  1. Open Access Controls → Roles and click Add.
  2. Type the Role Name, for example "Supervisor".
  3. Under Permissions, tick what the role may do. They are grouped by area: users, suppliers, customers, products, purchases, stock, sales, POS, cash register, reports, settings and each module. Use Select all on a group to tick all of it.
  4. Save.
The Add Role form with the Role Name box and the first groups of permissions, each with Select all
Permissions are grouped by area.

Give it to someone

Open Access Controls → Users, edit the person and choose the Role. Branches are set on the user, not the role: under Access locations, tick the branches they work at or All Locations.

Permissions worth knowing

  • View all sell or View own sell only: whether staff see everyone's sales or only theirs.
  • View Purchase Price: leave it off to keep your costs and margins private.
  • View cash register: leave it off and keep Close cash register on for a blind count. See How to Close a Cash Register with a Blind Count.
  • Disable Discount and Disable credit sale button under POS: take those buttons away from this role.

A change to a role applies the next time the person signs in. Ask them to sign out and in again.

Common questions

What is the Admin role?
Admin has every permission. Keep it for owners and people you trust with everything.
A permission box is missing.
Its module is switched off. Switch it on under Settings → Menu & Modules and the permissions appear.

Related articles

How to Add a Staff Member in SellarPro

To add a staff member in SellarPro, open Access Controls → Users → Add, enter their name and login details, choose a role such as Cashier, and save. They can sign in immediately with the username and password you set.

Staff & Permissions · Updated 12 Oct 2026 · 2 min read

How to Approve a Cashier's Discount or Credit Sale

Turn on Sale Approvals in Settings → Business Settings → Modules and give your supervisors the approval permissions. A cashier who may not give a discount or sell on credit then sends the sale for approval, and a supervisor approves, edits or denies it under Sales → Pending Approvals.

Sales & POS · Updated 12 Oct 2026 · 3 min read

How to Close a Cash Register with a Blind Count

Give cashiers permission to close a register but not to view it. When they close, they count the drawer and enter the total without seeing what SellarPro expects. If the count is short, they must explain the shortage before the register closes.

Sales & POS · Updated 12 Oct 2026 · 2 min read

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