Assigning and Changing Roles
Explains how to invite, assign, change, and remove member roles in ReceiptRoller. A single member can also be given multiple manager roles at once.
Managing Multiple Stores
An introduction to how to manage multiple stores with ReceiptRoller. Get the big picture while also running operations tailored to each individual store.
Smaregi POS Integration Setup
Steps to set up the POS integration between Smaregi and ReceiptRoller. Install "ReceiptRoller Link" from the Smaregi App Market, log in with your Smaregi account, then select a store and terminal (register) from the "Connect with Smaregi" button on the POS settings screen to complete the connection. Also explains how to sync transaction data after connecting and how to handle multiple stores and terminals.
When You Can't Find Your Page During Meta (Facebook / Instagram) Integration
Troubleshooting steps for when Meta (Facebook / Instagram) integration shows "no page found" or "access not granted." Covers page selection in Facebook's authorization screen, and Instagram-to-Facebook page linking.
Owner Permissions
Details the permissions of the Owner role in ReceiptRoller. Covers plan management, full data access, member management, and per-plan Owner limits.
Store Manager Role Permissions
Explains the permissions of the Store Manager role. Grants access to essentially all operations for assigned stores, suited for store managers and area managers (Starter plan and above).
SNS 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).
Staff Permissions
Details the permissions of the Staff role in ReceiptRoller. The minimum-privilege role for register duty and floor staff, limited to viewing today's transactions and issuing receipts (available on the Free plan).
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 Help Index (Store DX, Digital Receipts, Reservation Management, Retail Media)
This is the ReceiptRoller store help index. It organizes every help article you need for store DX into three categories: customer touchpoints (store app platform, digital receipts, reservation management, retail media including media displays, coupons, CRM, social media management, and AI agent integration), store operations (store data, product management, e-commerce integration, OMS, WMS, shelf analytics, sales analytics, and staff), and account & extensions (getting started, roles and permissions, and the developer API).
Posting to SNS from an AI Agent (MCP Integration)
A guide to posting in natural language to SNS channels connected to ReceiptRoller from AI agents like Claude. Covers drafting posts, posting to multiple channels at once, scheduled posts, and attaching images, all through conversation. Includes concrete phrasing examples and tips.
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).
Sales Trend Analysis
How to use Sales Trend Analysis. Explains period switching across the past 6/12/24 months, 8 types of trend bar charts, year-over-year (YoY) comparison, overlaid multi-store comparison, automatic anomaly detection, and automatic month-over-month insight generation — all from a store operations perspective.
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.
Issuing a Per-Store Entry Point for the LINE Mini App
Learn how ReceiptRoller issues a unique LINE Mini App entry point for each store, letting customers access membership cards, reservations, and coupons directly from LINE with no app install required. Covers prerequisites, LIFF setup steps, the customer flow, multi-store operation, and troubleshooting.
Connecting Meta (Facebook Page)
Explains how to connect a Facebook Page (Meta) to ReceiptRoller via OAuth, the required admin permissions, and long-lived tokens.
Finance Manager Role Permissions
Explains the permissions of the Finance Manager role — a view-only role for receipts, sales reports, and tax exports. Also suitable for granting access to a tax accountant (Starter plan or higher).
Plans and Roles (Free Plan Limitations)
Explains how ReceiptRoller roles differ depending on your plan. Includes a table showing which roles are available on the Free, Starter, Growth, and Enterprise plans.
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).
Automatic Member Number Issuance Settings
Learn how ReceiptRoller automatically issues a member number for each customer. Covers the number format, how to configure the prefix and digit count, issuance timing, the impact of changing settings on existing numbers, and format validation for manual entry.