Roles & Permissions

Swift POS uses a granular permission system with 28 permissions organized across 8 categories. Each permission can be set to one of three levels.

Permission Levels

Level	Behavior
Allow	The staff member can perform the action freely
Approval	The action requires a manager or admin to enter their PIN (see Manager Approval)
Deny	The action is hidden from the staff member entirely

Permission	Cashier	Shift Lead	Manager	Admin
Place orders	Allow	Allow	Allow	Allow
Apply promo codes	Allow	Allow	Allow	Allow
Apply custom discounts	Deny	Approval	Allow	Allow
Process refunds	Deny	Approval	Allow	Allow
Void orders	Deny	Deny	Allow	Allow

Permission	Cashier	Shift Lead	Manager	Admin
Open/close register	Deny	Allow	Allow	Allow
Pay in/out	Deny	Allow	Allow	Allow
View register summary	Deny	Allow	Allow	Allow

Permission	Cashier	Shift Lead	Manager	Admin
View stock levels	Allow	Allow	Allow	Allow
Adjust stock	Deny	Approval	Allow	Allow
Create transfers	Deny	Deny	Allow	Allow
Manage purchase orders	Deny	Deny	Deny	Allow
Conduct audits	Deny	Deny	Allow	Allow

Permission	Cashier	Shift Lead	Manager	Admin
View customers	Allow	Allow	Allow	Allow
Create/edit customers	Allow	Allow	Allow	Allow
Manage loyalty points	Deny	Deny	Allow	Allow
Manage groups	Deny	Deny	Allow	Allow

Permission	Cashier	Shift Lead	Manager	Admin
View own stats	Allow	Allow	Allow	Allow
View dashboards	Deny	Allow	Allow	Allow
View all reports	Deny	Deny	Allow	Allow
Export data	Deny	Deny	Allow	Allow

Permission	Cashier	Shift Lead	Manager	Admin
View settings	Deny	Deny	Allow	Allow
Modify settings	Deny	Deny	Deny	Allow

Permission	Cashier	Shift Lead	Manager	Admin
Manage staff	Deny	Deny	Deny	Allow
View activity log	Deny	Deny	Deny	Allow
Manage billing	Deny	Deny	Deny	Allow

Permission	Cashier	Shift Lead	Manager	Admin
Create campaigns	Deny	Deny	Deny	Allow
Send campaigns	Deny	Deny	Deny	Allow

tip

These are the default permissions for each preset role. On the Pro plan, you can override any permission using Custom Roles.