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.
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.
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.
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.
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.
Store Status Management
Explains how to check and change a store's operating status (Open, Temporarily Closed, Closed), and the impact a status change has on each feature.
Sales Dashboard
How to use the Sales Dashboard, which lets you check your store's key KPIs, a 12-month trend chart, auto-generated business insights, and a link to Sales Analysis by Product (all stores) on a single screen.
Sales Analysis by Product
How to use Sales Analysis by Product. Covers period switching, category/product name filtering, sorting by sales/quantity/gross profit, ABC analysis, automatically generated AI advice (trend-based, profit-based, cross-store), and gross profit display using cost data — for both the per-store and all-stores views.
Closing a Business Account
Steps for closing a business account and what gets deleted — stores, products, customers, staff, transaction history, POS integrations, and more. Also covers how Stripe subscriptions are handled and who this affects. This action cannot be undone.
Store Visitor Analysis
How to use Store Visitor Analysis. Explains period presets, the four summary cards (transaction count, member linkage rate, peak hour, busiest day of week), the hour x day-of-week heatmap, hourly/daily charts, and the 12-month stacked trend of new/repeat/anonymous customers — all from a store operations perspective.
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.
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).