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).
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.
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).
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).
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).
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).
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).
Role Types and Overview
Explains ReceiptRoller's business account roles (Owner, Store Manager, POS Manager, Campaign Manager, SNS Manager, Product Manager, Inventory Manager, Accounting, Staff) and their overview.
About the Former "Admin" Role
The former "Admin" role has been merged into "Owner." If you want to divide responsibilities among staff, use specialized manager roles such as Store Manager instead.
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.
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).
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.
Staff Permissions and Business Account Roles
Learn how to assign business account roles (permissions) to staff who log in to Receipt Roller. You can grant permissions suited to each person's role, such as store manager, POS admin, or SNS admin.