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Custom Roles

info

Custom roles are available on the Pro plan only.

Custom roles let you go beyond the four preset roles and create roles tailored to your specific operational needs. Each custom role starts from a preset template and allows you to override individual permissions.

Creating a Custom Role​

  1. Go to Shopify Admin > Swift POS > Roles
  2. Click New Custom Role
  3. Enter a role name (e.g., "Inventory Clerk," "Senior Cashier," "Floor Supervisor")
  4. Select a base template -- this determines the starting permission set:
    • Admin, Manager, Shift Lead, or Cashier
  5. Override permissions -- change individual permissions from the base template
  6. Save the role

Example Custom Roles​

Inventory Clerk​

Based on Cashier template, with overrides:

  • View stock levels: Allow
  • Adjust stock: Allow
  • Create transfers: Allow
  • Conduct audits: Allow
  • Cash register operations: Deny
  • Reports: Deny

This role can manage inventory but has no access to cash or analytics.

Senior Cashier​

Based on Shift Lead template, with overrides:

  • Apply custom discounts: Allow (up to 20%)
  • Process refunds: Allow
  • View dashboards: Allow

This role has more autonomy than a standard shift lead, reducing the need for manager approvals during busy periods.

Assigning Custom Roles​

Once created, custom roles appear in the role dropdown when creating or editing staff accounts. Assign them the same way you would assign a preset role.

Editing and Deleting​

  • Edit -- change the role name or permissions at any time. Changes apply to all staff currently assigned to that role.
  • Delete -- remove the role. Staff assigned to a deleted role revert to the base template role.
caution

When editing a custom role, changes take effect immediately for all staff assigned to that role. They will see updated permissions on their next action without needing to re-login.

Permissions Reference​

For a complete list of all 28 permissions and their categories, see Roles & Permissions.