There are three roles with different permission levels.

Role permissions

| Role | POS | Payouts | Settlements | Reports | Team | Settings |

|------|-----|---------|-------------|---------|------|----------|

| Cashier | Yes | No | No | Daily only | No | No |

| Manager | Yes | Yes | Yes | Full | No | No |

| Admin | Yes | Yes | Yes | Full | Yes | Yes |

Role descriptions

Cashier

• Process POS transactions
• View daily reports
• Best for: Front-line staff, cashiers

Manager

• Everything a Cashier can do
• Run payouts and transfers
• Manage settlements
• View full reports
• Best for: Supervisors, floor managers

Admin

• Everything a Manager can do
• Add and remove team members
• Change business settings
• Manage cards and virtual accounts
• Best for: Business owners, directors

Custom permissions

For more granular control:

1. Go to Business > Team.
2. Select a team member.
3. Tap Permissions.
4. Toggle specific permissions on/off.
5. Save changes.

Tip: Use the principle of least privilege — only grant the permissions needed for the role.

Need a hand? Email hello@cashmatrix.ng.