Account Credits

Add Credits to Customer/Fleet Profiles

Allows users to add account credits to customer and fleet profiles. Credits can be redeemed toward the balance of a future order and are commonly used for customer goodwill, promotions, refunds, or prepaid service balances.

Adjust Credits on Customer/Fleet Profiles

Allows users to increase or decrease existing customer or fleet account credits. This includes modifying credits after they've already been issued, so it should generally be limited to trusted staff.

Account Settings

Access Account Settings Page

Allows the user to access the Account Settings page of Droptop. With this permission turned off, the entire Account Settings menu is hidden, regardless of any other permissions assigned within it.

API

Access API Page

Allows the user to access the API page within the Account Settings, where API credentials and documentation are stored. If you'd like access to the Droptop API, reach out to Droptop for pricing and credentials.

NEW * Auto Integrate

* NEW * Access Auto Integrate Configuration

Allows the user to access Auto Integrate configuration settings on services, packages, casual items, inspection groups, and inventory products. Auto Integrate connects these records to external systems, so this permission controls who can view and adjust how that integration behaves.

Bay Screen

Access Edit Button From Bay Screen Order Card

Allows the user to see and use the edit order invoice button directly from an order card on the Bay Screen, without needing to open the full order.

Access ONLY the Bay Screen and No Other Pages

Restricts the user to the Bay Screen only; every other page in Droptop is hidden. This is useful for shop TVs/displays or dedicated Bay Screen workstations where you don't want general account access.

Brands

Access Brands Page

Allows the user access to the brand profiles page, where brands can be added, edited, and deleted. This is located within the Inventory page.

Add Brand Profiles

Allows the user to add a new brand to Inventory and specify which items are associated with that brand.

Delete Brand Profiles

Allows the user to permanently delete any brands that have been created.

Edit Brand Profiles

Allows the user to edit a brand's name, description, or enter in contact information.

View Brand Profiles

Allows the user read-only access to Brands; they will not be able to make any changes to them.

Casual Items

Access “Other” Casual Item Option

Allows the user access to the “Other” casual item option in the casual item selection list. With this enabled, you may create one-off casual item for an order without adding it permanently to the dropdown list. This is useful for Items you don't normally stock or have unpredictable prices.

Company

Access Company Page

Allows the user access to the Company page within Account Settings. This is a prerequisite for every other Company-related permission listed below - without it, none of those pages will be reachable even if individually enabled.

Access Billing Accounts Page

Allows access to the billing accounts page. Users with this permission can only open an individual billing account if they also have access to all operations tied to that billing account.

NEW * Access Company Audit Log Page

Allows the user to access the company audit log page, which records a history of changes made throughout the account — such as edits to settings, permissions, or records — useful for tracking who made a change and when.

Access Company Casual Items Page

Allows access to the company casual items page, where company-wide casual item options are managed. This section does not specify prices for these Items but rather the options available for selection on an invoice.

Access Company Classifications Page

Allows access to the company classifications page, used to manage classification categories applied across operations.

Access Company Financial Categories Page

Allows access to the company financial categories page, used to manage the financial categories that products and services can be grouped under.

Access Company General Page

Allows access to the company general page, which holds core company-level settings.

Access Company Invoice Notes Page

Allows access to the company invoice notes page, where standard notes that can appear on invoices are managed.

Access Company Service Bulletins Page

Allows access to the company service bulletins page, used to publish notices or reminders to staff.

Count Sheet

Access Count Sheets Page

Allows access to the count sheets page (Account Settings > Count Sheets), used for performing and tracking inventory counts.

Coupons

Access Coupons Page

Allows access to the coupon page within Account Settings.

Add Coupon Profiles

Allows the user to create new coupons, specifying single or unlimited use, new-customer vs. all-customer eligibility, expiry dates, eligible packages, and discount amount.

Add Coupon Profiles to ALL Operations (Ignores User Operation Access)

Allows the user to add coupons to any operation, regardless of which operations they are personally restricted to.

Delete Coupon Profiles

Allows the user to delete coupons at operations they have access to.

Delete ALL Coupon Profiles (Ignores User Operation Access)

Allows the user to delete any coupon company-wide, regardless of their own operation access restriction.

Edit Coupon Operation & Classification Accessibility

Allows the user to edit which operations and classifications a coupon is available to, within their own operation access.

Edit ALL Operations & Classifications for Coupon Accessibility (Ignores User Operation Access)

Allows the user to edit coupon operation and classification accessibility company-wide, regardless of their own operation access restriction.

Edit Coupon Profiles

Allows the user to edit a coupon after it has already been created, such as adjusting its discount amount or expiry date.

Edit ALL Coupon Profiles (Ignores User Operation Access)

Allows the user to edit any coupon company-wide, regardless of their own operation access restriction.

* NEW * Export Coupon Operations

Allows the user to export a coupon's operation accessibility settings, showing which operations the coupon is available at. Useful for auditing or backing up coupon configuration outside of Droptop.

* NEW * Export Coupon Packages

Allows the user to export a coupon's package accessibility settings, showing which packages the coupon applies to. Useful for auditing or backing up coupon configuration outside of Droptop.

* NEW * Export Coupon Profiles

Allows the user to export coupon profiles, for example to back up coupon records or bring coupon data into another system.

View Coupon Profiles

Allows the user to view coupons in a read-only capacity, without the ability to make changes.

View ALL Coupon Profiles (Ignores User Operation Access)

Allows the user to view every coupon company-wide, regardless of their own operation access restriction.

Customers

Add/Edit Customer Profile Credit Limit Field

Allows the user to add or edit the credit limit field inside a customer's profile, capping how much they can carry on account.

Add/Edit Customer Profile Discount Field

Allows the user to add or edit the discount field inside a customer's profile, specified as either a percentage or a set dollar amount.

Add/Edit Customer Profile Location Tax Field

Allows the user to add or edit the “Customer Tax Rate” field inside a customer's profile, which taxes the customer based on their location instead of the default tax rate. This is mainly used for mobile operations.

Add/Edit Customer Profile Payment Terms Field

Allows the user to add or edit the payment terms field, expressed in number of days, which governs when a customer's invoice is due.

Add/Edit Customer Profile Tags Field

Allows the user to add or edit the customer profile tags field, including creating custom tags for specific customers.

Add/Edit Customer Profile Tax Exempt Field

Allows the user to add or edit the tax exempt field on a customer's profile.

Export Customer Profiles

Allows the user to export customer profiles, for example to back up records or bring data into another system.

View Customer Profile Credit Limit Field

Allows read-only access to the customer profile credit limit field.

View Customer Profile Discount Field

Allows read-only access to the customer profile discount field.

View Customer Profile Location Tax Field

Allows read-only access to the “Customer Tax Rate” field.

View Customer Profile Payment Terms Field

Allows read-only access to the customer profile payment terms field.

View Customer Profile Tags Field

Allows read-only access to the customer profile tags field.

View Customer Profile Tax Exempt Field

Allows read-only access to the customer profile tax exempt field.

Customers / Fleets Page

* NEW * Access Customers/Fleets Page

Allows the user to access the Customers/Fleets page. With this permission turned off, the entire Customers/Fleets page is hidden, regardless of any other permissions assigned within it.

* NEW * Access Customer/Fleet Accounts Receivable and Account Credits Pages

Allows access to the customer and fleet accounts receivable and account credits pages, where outstanding balances and credit activity are reviewed.

Access Customers Overview/Details Page

Allows access to the customers overview/details page, including totals such as Total Customers, Accounts Receivable, Account Credits, and more.

* NEW * Access Customers Tab

Allows the user to access the customers tab on the Customers/Fleets page, where customer accounts are listed separately from fleet accounts.

* NEW * Access Fleets Overview/Details Page

Allows access to the fleets overview/details page, including totals such as Total Fleets, Accounts Receivable, Account Credits, and more.

* NEW * Access Fleets Tab

Allows the user to access the fleets tab on the Customers/Fleets page, where fleet accounts are listed separately from customer accounts.

Dashboard

Access Main Dashboard

Allows access to the main dashboard, including Today's Overview and other at-a-glance business metrics.

Fleets

* NEW * Access ALL Fleet Locations (Ignores Operation Accessibility)

Allows the user to always see and service every fleet location company-wide, regardless of that fleet location's own Operation Accessibility configuration or the user's own operation access restriction.

Add New Fleet Company Profiles

Allows the user to add new fleet company profiles.

Add New Fleet Location Profiles

Allows the user to add new fleet location profiles under an existing fleet company.

Add Fleet Location Discount Field

Allows the user to add a discount to a fleet location.

Add Fleet Location External Fleet Codes

Allows the user to add external fleet codes to a fleet location once integrations are activated. These codes are used by fleet integrations for communication with external systems.

Add Fleet Location Internal Notes

Allows the user to add internal notes to a fleet location, visible only to staff.

Add ONLY Local Fleet Location Profiles

Restricts the user to adding local fleet location profiles only, excluding fleet locations tied to national or corporate fleet programs.

Delete Fleet Company Profiles

Allows the user to delete fleet company profiles.

Delete Fleet Location Profiles

Allows the user to delete fleet location profiles.

Delete ONLY Local Fleet Location Profiles

Restricts the user to deleting local fleet location profiles only.

Edit Fleet Company Profiles

Allows the user to edit fleet company profiles.

Edit Fleet Location Profiles

Allows the user to edit fleet location profiles.

Edit Fleet Location Discount Field

Allows the user to edit the discount field on a fleet location.

Edit Fleet Location External Fleet Codes

Allows the user to edit external fleet codes on a fleet location once integrations are activated.

Edit Fleet Location Internal Notes

Allows the user to edit internal notes on a fleet location.

* NEW * Edit Fleet Location Operation Accessibility

Allows the user to edit a fleet location's Operation Accessibility setting inside their profile, which determines which operations are allowed to service that fleet location.

* NEW * Edit Fleet Location Packages & Pricing

Allows the user to edit the packages and pricing assigned to a fleet location from inside their profile, controlling which packages that fleet location can order and at what price.

* NEW * Edit Fleet Location VINs

Allows the user to edit the VINs (vehicle identification numbers) associated with a fleet location from inside their profile.

* NEW * Edit ONLY Local Fleet Location Profiles

Restricts the user to editing local fleet location profiles only.

Export Fleet Profiles

Allows the user to export fleet company and fleet location profiles.

Inspections

Access Inspections Page

Allows access to the inspections page, where inspection templates and results are managed. This is found within Account Settings.

Inventory

Access Inventory Page

Allows access to the main inventory section, where users can add inventory, perform inventory counts, review inventory metrics, create new brands or suppliers, and set up custom units of measurement.

Access Inventory List Page

Allows the user to access the inventory list page, which displays inventory items in a flat, searchable list rather than grouped by brand, supplier, or category. This is useful for quickly locating a specific product or scanning across the full inventory at once.

Access Inventory Metrics Page

Allows access to the inventory metrics page, which surfaces reporting on inventory performance and levels.

Access Inventory Scanner Page

Allows access to the inventory scanner page, used for barcode-based inventory workflows.

* NEW * Access Product Adjust

Allows the user to access the ability to adjust inventory product quantities, for example to correct stock levels after a physical count or to account for loss, damage, or shrinkage.

* NEW * Access Product Receive

Allows the user to access the ability to receive inventory product, adding incoming stock quantities into Droptop as they arrive.

* NEW * Access Product Sharing

Allows access to the ability to share products, for example between operations or with other Droptop accounts.

Add New Products

Allows the user to add new products to Inventory.

Delete Inventory Products

Allows the user to delete inventory products.

Edit Inventory Products

Allows the user to edit inventory products generally.

Edit Custom Product Types

Allows the user to edit a product's custom product type.

Edit Inventory Product Costs

Allows the user to edit inventory product costs, which affects margin reporting rather than the customer-facing retail price.

Edit Product Brand

Allows the user to edit which brand an inventory product is associated with.

Edit Product Count Frequency

Allows the user to edit how often a product should be counted during scheduled inventory counts (e.g. weekly, monthly, quarterly). This determines how frequently the product appears on generated count sheets.

Edit Product Financial Category

Allows the user to edit a product's financial category.

* NEW * Edit Product Invoice Description

Allows the user to edit the invoice description of an inventory product, which controls how that product's name appears to customers on their invoice.

* NEW * Edit Product Linking

Allows the user to edit inventory product linking, used to associate related products together.

* NEW * Edit Product Maximum Quantity

Allows the user to edit the maximum quantity threshold for an inventory product, used to flag or cap stock levels once that threshold is reached.

* NEW * Edit Product Minimum Quantity

Allows the user to edit the minimum quantity threshold for an inventory product, used to flag when stock is running low and may need to be reordered.

* NEW * Edit Product Oil Formulation

Allows the user to edit an inventory product's oil formulation, relevant for oils and fluids where the specific formulation affects which vehicles the product is suitable for.

* NEW * Edit Product Quantity On Hand

Allows the user to directly edit the quantity on hand for an inventory product, manually overriding the tracked stock count.

Edit Product Replenishable

Allows the user to edit whether a product is marked as replenishable, which affects how reordering is tracked.

Edit Product Retail Price

Allows the user to edit a product's customer-facing retail price.

Edit Product Sellable

Allows the user to edit whether a product is marked as sellable.

Edit Product Sequence ID

Allows the user to edit a product's sequence ID, which determines the order in which that product appears within inventory lists, count sheets, and other product listings.

Edit Product Supplier

Allows the user to edit which supplier an inventory product is associated with.

Edit Product Tags

Allows the user to edit tags assigned to an inventory product.

Edit Product Tax Exempt

Allows the user to edit an inventory product's tax exempt status.

Edit Product Trackable

Allows the user to edit whether a product's stock quantity is tracked.

* NEW * Edit Product UPC

Allows the user to edit an inventory product's UPC (Universal Product Code), used for barcode scanning and identification.

Edit Product Viscosity

Allows the user to edit a product's viscosity, relevant for oils and fluids.

Edit Inventory Products By File Upload

Allows the user to bulk-update inventory products via file upload, rather than editing each product individually.

View Inventory Product Costs

Allows read-only access to inventory product costs, without the ability to edit them.

Operations

Access Classifications in Operation List Filters

Allows the user to view and select classifications inside operation list filters throughout the application, such as when filtering reports by classification.

Access Operation Settings Page

Allows access to the operation settings page, where individual operation details are configured.

Access Operations Page Select All Option

Allows the user to use the “select all” option on the operations page to select every operation at once, rather than choosing them one by one.

Export Operations List

Allows the user to export the operations list.

Order Manager

Access Order Manager Page

Allows access to the order manager page, which provides a central view of orders across the business.

Orders

Access “Restore Cancelled Order” Button

Allows the user to restore an order that has previously been cancelled.

Access “Switch Servicing View” Button

Allows the user to switch between servicing views on an order.

Access “Uncollectible” Order Status Buttons

Allows the user to mark an order's status as uncollectible when payment cannot be recovered.

Access Blank Order Page

Allows the user to open a blank order page to begin a new order.

Access Individual Inspections on Order

Allows the user to access individual inspections attached to an order.

Access Live Order Flow Pages

Allows the user to access live order flow pages, including the ability to edit the customer/fleet, vehicle, invoice line items, and payments on an order in progress.

Access Manual Coupon Code Input Field on Orders

Allows the user to manually type a coupon code into an order, rather than selecting one from the order coupon list.

Access Omit CARFAX Button on Order

Allows the user to omit a CARFAX report submission on an order.

Access Order Coupon Selection List

Allows the user to browse and select from the order coupon selection list.

Access Order Voiding

Allows the user to void orders.

* NEW * Access Start Order

Allows the user to access the Start Order page, the entry point for beginning a new order before selecting a specific starting method (customer/fleet, vehicle type, etc.).

Access Start Order with Customer/Fleet

Allows the user to start an order by selecting an existing customer or fleet.

Access Start Order with Light Duty Vehicle

Allows the user to start an order by selecting a light duty vehicle.

Access Start Order with Other Vehicle

Allows the user to start an order using an “other vehicle” classification, covering medium- and heavy-duty vehicles.

Access Start Order with Year/Make/Model

Allows the user to start an order by selecting a vehicle's year, make, and model, rather than looking one up by plate or VIN.

Add a Negative Casual Item Price

Allows the user to enter a negative price for a casual item on an order, which can be used to apply a manual reduction directly on a line item.

Add Account Credits to Order

Allows the user to apply a customer's or fleet's account credits toward payment on an order.

Add After Tax Discounts to Order

Allows the user to add a discount that is applied after tax has already been calculated on an order.

Add Coupons From Order Coupon List

Allows the user to apply a coupon to an order by selecting it from the order coupon selection list.

Add Discounts to Order

Allows the user to add a discount to an order.

Add Inventory Product Line Items to Order

Allows the user to add individual inventory product line items to an order (i.e., products added outside of a package).

Delete Package Casual Items on Order

Allows the user to delete a package's casual items from an order.

* NEW * Change Order Tax Rate

Allows the user to manually change the tax rate percentage applied to an order, overriding the default rate that would otherwise be calculated automatically.

* NEW * Edit External IDs on Order

Allows the user to edit external IDs on an order, used to associate that order with a corresponding record in an external or integrated system.

Edit Historical Vehicle Mileage

Allows the user to edit previously recorded vehicle mileage on past orders.

Edit Package Casual Item Price on Order

Allows the user to edit the price of a package's casual item directly on an order.

Edit Servicing Positions On Order After Finalizing

Allows the user to change which staff member is credited with servicing positions on an order even after that order has already been finalized.

Roles Available for Order Servicing Positions

Determines which role levels can be selected for order servicing positions; roles at and between the selected levels will appear as options.

Skip Customer Fleet Selection on Order

Allows the user to skip selecting a customer or fleet when starting an order.

Packages

Access Packages Page

Allows access to the packages page within Account Settings

Access Package Bulk Select

Allows the user to bulk-select packages, for example to apply a change to many packages at once.

Access Package Copying

Allows the user to copy an existing package to use as the starting point for a new one.

Access Package Display Groups Manager

Allows access to the package display groups manager, used to organize how packages are grouped and displayed.

Add Package Profile Casual Items

Allows the user to add casual items to a package profile.

Add Package Profiles

Allows the user to add new package profiles.

Add Package Profiles to ALL Operations (Ignores User Operation Access)

Allows the user to add package profiles to any operation, regardless of their own operation access restriction.

Delete Package Profile Casual Items

Allows the user to delete casual items from a package profile.

Delete Packages

Allows the user to delete packages at operations they have access to.

Delete ALL Package Profiles (Ignores User Operation Access)

Allows the user to delete any package profile company-wide, regardless of their own operation access restriction.

Edit a Package's Display Groups

Allows the user to edit which display groups a package is associated with.

Edit Package Operation & Classification Accessibility

Allows the user to edit which operations and classifications a package is available to, within their own operation access.

Edit ALL Operations & Classifications for Package Accessibility (Ignores User Operation Access)

Allows the user to edit operation and classification accessibility for any package company-wide, regardless of their own operation access restriction.

Edit Package Profiles

Allows the user to edit package profiles.

Edit ALL Package Profiles (Ignores User Operation Access)

Allows the user to edit any package profile company-wide, regardless of their own operation access restriction.

Edit ONLY Operation Based Package Profile Usage Conditions

Restricts the user to editing only the package profile usage conditions tied to their own operation access. This also restricts adding or deleting package casual items, though the user may still edit or add base service amounts for their own operations.

Edit Package Profile Casual Item Financial Category

Allows the user to edit the financial category of a package profile casual item.

Edit Package Profile Casual Item Hidden Status

Allows the user to edit whether a package profile casual item is hidden from view.

Edit Package Profile Casual Item Name

Allows the user to edit the name of a package profile casual item.

Edit Package Profile Casual Item Price

Allows the user to edit the price of a package profile casual item.

Edit Package Profile Casual Item Quantity

Allows the user to edit the quantity of a package profile casual item.

Edit Package Profile Casual Item Tax Exemption

Allows the user to edit the tax exemption status of a package profile casual item.

Export Packages

Allows the user to export packages.

View Package Profiles

Allows the user to view package profiles in a read-only capacity.

View ALL Package Profiles (Ignores User Operation Access)

Allows the user to view every package profile company-wide, regardless of their own operation access restriction.

Payment Manager

Access Payment Manager Page

Allows access to the payment manager page, where historical payment related information can be found.

* NEW * Access Refunding Payments on Orders

Allows the user to refund payments made on orders. This includes a User PIN Override, so a role can also be configured to allow refunds to be authorized by user PIN instead of requiring a full account login.

* NEW * ONLY Access Refunding For Same Day Payments

Restricts the user's refunding ability to only payments taken on the current day (shop time). Users granted this permission cannot refund payments taken on a previous day, which limits the risk of refunding older transactions.

Permissions Manager

Access Role Permissions

Allows the user to view and edit role permissions. This is the permission required to open the Roles & Permissions page itself, so it should be limited to trusted administrators.

Purchase Orders

Access Purchase Orders Page

Allows access to the purchase orders page within Inventory

Edit PO Back Ordered Status

Allows the user to edit a purchase order's “back ordered” status.

Edit PO Custom ID Outside of Draft PO Status

Allows the user to edit a purchase order's custom ID field even after it has moved out of “Draft” status.

Edit PO Related Invoice IDs Field

Allows the user to edit a purchase order's “Related Invoice IDs” field.

View PO Related Invoice IDs Field

Allows read-only access to a purchase order's “Related Invoice IDs” field.

Reports

Access Reports Page

Allows access to the reports page and its full set of reports.

Access ONLY Summary Report and No Other Reports

Restricts the user to the summary report only, hiding every other report. This is useful for staff who need a high-level snapshot without full reporting access.

Scheduler App

Access Scheduler App Page

Allows access to the scheduler app configuration page within Account Settings

Services

Access Services Page

Allows access to the services page within Account Settings

Access Service Configurations Manager

Allows access to the service configurations manager, used to define how services behave and are configured.

Single Sign On

Add ONLY SSO User Accounts

Restricts the user to creating SSO-based user accounts only, rather than standard username/password staff accounts.

* NEW * Add SSO only restriction to role

Restricts the role so that any staff member assigned to it must authenticate using your organization's configured SSO provider, rather than a standard Droptop username and password.

Staff

Access Staff Members Page

Allows access to the staff members page.

Access Staff Punch List Page

Allows access to the staff punch list page, used to review clock in/out activity.

Add New Staff Member Profiles

Allows the user to create new staff member profiles.

* NEW * Edit Clock In/Out for Higher Role Level Staff on Punch List

Allows the user to clock staff members in and out from the punch list page even when those staff members hold a higher role level than their own, for example an Office Administrator managing clock times for a Manager.

Edit Clock In/Out for Same Role Level Staff Profiles

Allows the user to edit clock in/out times for staff profiles that share the same role level as their own.

Edit Lower Role Level Staff Profiles

Allows the user to edit staff profiles at a lower role level than their own, for example a Manager editing a Technician's profile.

Edit Own Staff Member Details

Allows the user to edit their own staff member details, including name, email, and password.

Edit Own Staff Member Payroll

Allows the user to edit their own payroll information, provided they are eligible for clock in/out.

Edit Same Role Level Staff Profiles

Allows the user to edit staff profiles that share the same role level as their own.

* NEW * Edit Staff Accessible Operations

Allows the user to edit which operations a staff member is permitted to access, controlling which locations that staff member can work at within Droptop.

* NEW * Edit Staff Alternative ID

Allows the user to edit a staff member's alternative ID, an additional identifier that can be used alongside their primary staff record, often for integration with external systems.

* NEW * Edit Staff Email

Allows the user to edit a staff member's email address on file.

* NEW * Edit Staff External ID

Allows the user to edit a staff member's external ID, used to associate that staff member with a corresponding record in an external or integrated system.

* NEW * Edit Staff Member Payrolls

Allows the user to edit staff member payrolls at the operations they have access to.

* NEW * Edit Staff Meta Data

Allows the user to edit a staff member's metadata, additional custom fields of information stored on their staff profile.

* NEW * Edit Staff Name

Allows the user to edit a staff member's name on file.

* NEW * Edit Staff Phone Number

Allows the user to edit a staff member's phone number on file.

* NEW * Edit Staff PIN

Allows the user to add, reset, or remove a staff member's PIN, which staff use to quickly authenticate at shared terminals for PIN-gated actions.

* NEW * Edit Staff Role

Allows the user to edit which role a staff member is assigned to, changing what that staff member can see and do throughout Droptop.

* NEW * Can Export Staff Profiles

Allows the user to export the staff list to a CSV file, for example to back up staff records or bring staff data into another system.

View Lower Role Level Staff Profiles

Allows the user to view staff profiles at a lower role level than their own.

View Own Staff Member Payroll

Allows the user to view their own payroll information, provided they are eligible for clock in/out.

View Same Role Level Staff Profiles

Allows the user to view staff profiles that share the same role level as their own.

View Staff Member Payrolls

Allows the user to view staff member payrolls at the operations they have access to.

View Staff Wages

Allows the user to view staff wages.

Suppliers

Access Suppliers Page

Allows access to the suppliers page where suppliers can be added, edited, and deleted. This is located within Inventory.

Add Supplier Profiles

Allows the user to add supplier profiles.

Delete Supplier Profiles

Allows the user to delete supplier profiles.

Edit Supplier Profiles

Allows the user to edit supplier profiles.

View Supplier Profiles

Allows the user to view supplier profiles in a read-only capacity.

Tags

Access Tags Page

Allows access to the tags page within Account Settings.

Access Customer Fleet Label Manager

Allows access to the customer fleet label manager, used to manage labels applied to customer and fleet profiles.

* NEW * Access Fleet Groups Manager

Allows the user access to the fleet groups manager, used to organize fleet locations into groups for easier management.

Add Tag Profiles

Allows the user to add tag profiles.

* NEW * Delete Fleet Groups

Allows the user to delete fleet groups that have been created.

Delete Tag Profiles

Allows the user to delete tag profiles.

* NEW * Edit Fleet Groups

Allows the user to edit fleet groups, including which fleet locations belong to the group and the packages and pricing shared across its members.

Edit Tag Profiles

Allows the user to edit tag profiles.

Till Manager

Access Till Manager

Allows access to the till manager, used to manage cash drawer.

Edit Till Adjustment Amounts Without Bill Counter

Allows the user to manually edit total till adjustment amounts without first running the bill counter workflow. This is useful for correcting an adjustment quickly when a physical bill count isn't necessary or practical, though it should generally be limited to trusted staff since it bypasses the bill counter's built-in verification step.

Units of Measure

Access UoM Page

Allows access to the units of measure (UoM) profiles page This is found within Inventory.

Add UoM Profiles

Allows the user to add new Units of Measurement.

Delete UoM Profiles

Allows the user to delete Units of Measurement

Edit UoM Profiles

Allows the user to edit Units of Measurement

User Pins

Access Order Coupon Selection List

Allows the user to access the order coupon selection list by authenticating with their user PIN rather than a full account login. This is useful at shared terminals or the Bay Screen, where staff quickly identify themselves with a PIN instead of signing in and out of individual accounts.

Add Coupons From Order Coupon List

Allows the user to apply a coupon to an order from the order coupon selection list by authenticating with their user PIN rather than a full account login. This is useful at shared terminals where staff verify quickly by PIN before applying a coupon.

Refund Payments on Orders

Allows the user to process a refund on an order's payment by authenticating with their user PIN rather than a full account login. This is useful for quick refund approval at the point of service without needing to switch accounts, though it should generally be limited to trusted staff given the financial impact.

Void Orders

Allows the user to void an order by authenticating with their user PIN rather than a full account login. This is useful at shared terminals where staff verify quickly by PIN before voiding an order.