Operations Manager Role Permissions
Operations manager is a business account role for running the day-to-day work of every store. It covers everything except billing, plan changes, invitations and role changes, including visitor analysis. Available from the Trial.
Product Manager Role Permissions
Explains the permissions of the Product Manager role. Specialized for managing the product catalog (PIM), with no access to customer or financial data. Available on the Basic plan and above.
Warehouse Manager Role Permissions
Explains the permissions of the Warehouse Manager role. Specialized for inventory management, receiving/shipping, and WMS integration, with no access to customer or financial data (Enterprise plan only).
POS Manager Role Permissions
Explains the permissions of the POS Manager role. Specialized for POS connection, receipt templates, and payment method settings (Starter plan and above).
Social Manager Role Permissions
Explains the permissions of the SNS Manager role. Handles SNS connection, post scheduling, and analytics, and is designed so external agencies can be granted access safely (Growth plan and above).
Campaign Manager Role Permissions
Explains the permissions of the Campaign Manager role. Handles creating and managing coupons, email campaigns, and ads, with no access to POS or product settings (Starter plan and above).
Store Manager (Store Role)
Store manager is the widest of the three store roles, for the person in charge of one store. Covers what it unlocks today (the activity log, sales and the roster in the store operations app), what it does not yet, and who can appoint it.
Role Types and Overview
ReceiptRoller has two kinds of roles: business account roles that reach every store (Owner, Operations manager, POS Manager and five more), and store roles for a single store (Store manager, Shift lead, Staff). This page covers what each one does and which plans allow it.
About the Former "Admin" Role
The former "Admin" role has been merged into Owner. To share the work without making someone an Owner, combine Operations manager, the other manager roles and store roles.
Instagram / Facebook Feed
How to set up an Instagram / Facebook product catalog feed for Meta Commerce Manager. Covers Instagram Shopping tags and Dynamic Ads (DPA).
Shift Lead (Store Role)
Shift lead is the store role between Staff and Store manager, for handing over the rota, the noticeboard, bookings, coupon redemption and this store's sales. It is not yet used for access control.
Assigning and Changing Roles
How to invite members and give them business account roles, change and remove roles, and set store roles (Store manager, Shift lead, Staff) for each store, with who can do each.
Staff Chat Overview and Quick Setup
An overview of ReceiptRoller's built-in staff communication feature, covering announcements, 1-on-1 messages, group threads, sign-up, and owner/store manager moderation. A one-screen guide to getting started.
Plans and Roles
For each plan (Trial, Basic, Starter, Growth, Enterprise): how many members and Owners you can have, and which business account roles you can assign. Also covers what happens when the trial ends.
Staff Permissions and Business Account Roles
Staff who log in to the dashboard are given business account roles and store roles. Covers the difference between staff records and members, the roles, and how to invite and change them.
Owner Permissions
Owner is the top role, able to do everything in the business account. Covers what only Owners can do and how many Owners each plan allows.
Ad revenue payouts
How to register the bank account for receiving ad revenue, and how month-end closing, the payment notice and the transfer work.
Editing Staff Profiles and Photos
Learn how to update a registered staff member's profile photo, contact info, assigned store, employment status, and HR information, with screenshots.
Location Management
An explanation of location management in the WMS. Covers setting up locations for warehouses, backrooms, and sales floors, tracking inventory by location, and checking stock across locations for a given product.
Connecting with LinkedIn Business
Explains how to connect a LinkedIn Company Page with ReceiptRoller, and the administrator permissions required.