Among your staff, the people who log in to Receipt Roller's management screen and operate it are assigned business account roles (permissions). You can manage permissions separately by role — for example, store managers only, POS admins only, or SNS admins only.

The difference between a staff record and a login account

Receipt Roller manages two separate concepts.

• Staff record: data used for shift management and staffing. Register every staff member who works, regardless of role
• Business account member (login user): a person who logs in to the management screen and operates it. Permissions are determined by role

For staff who won't use the management screen, such as part-time shift workers, registering them as a staff record only is sufficient.

Types of roles

• SuperUser (Owner): access to all features, including billing, contracts, and deleting the business account
• StoreManager: operations related to store management (shifts, staff, and store information)
• POSManager: POS integration, electronic receipts, and sales analysis
• CampaignManager: coupons, promotions, and retail media management
• SNSManager: SNS posting, creatives, and Google Business Profile management
• ProductManager: product information (PIM) and product feed management
• WarehouseManager: inventory, warehouse, and OMS management
• FinanceManager: viewing invoices, payments, and revenue reports
• StoreStaff: basic viewing and limited operations

You can also assign multiple roles to a single person (for example, combining StoreManager + SNSManager).

Inviting a new member

Click "Invite" from the "Members" section of the business account management screen.

1. Enter the email address to invite
2. Select one or more roles to grant
3. Once the invitation is sent, the recipient receives an acceptance link by email
4. When the recipient clicks the link and accepts by creating an account or logging in with an existing account, they are added as a business account member

Changing or removing a role

Select the target member from the member list to add or remove roles, or remove the member entirely. Update roles whenever someone leaves or changes responsibilities.

Plan restrictions

The number of members you can invite and the roles available differ depending on your contract plan. For details, see Roles and plans.

Related articles

• Role types and overview
• Inviting members and adding staff
• Registering staff information