How to Manage Employee Roles and Permissions in RepairDesk?

Employee Roles and Permissions

Ensure your team has the right level of access while keeping your business operations secure. Whether you need to restrict certain actions, grant managerial control, or set up role-based security measures, RepairDesk's Empoyee Module provides a flexible system to customize access for every employee.


Video Guide:




FAQs:

Can I prevent employees from applying discounts?

Yes! Follow these steps to restrict discount application:

  • Navigate to Store Settings > Employees > Roles, Access and Permissions > Select the Permissions tab

  • Expand the POS section.

  • Disable the Apply Discount trigger.

  • Click Save Changes to restrict this action.

How do I restrict employees from viewing or changing cost prices?

To restrict employees from viewing or updating cost prices:

  • Navigate to Store Settings > Employees > Roles, Access and Permissions > Permissions.
  • Type 'cost price" in the search bar.
  • Set up permissions for the selected role (in this case: "Technician") from the Tickets and Inventory dropdowns. 

  1. Click Save Changes to apply this setting.

Can I block employees from deleting invoices, tickets, or inventory?

Yes! You can use the "Delete" tab to restrict employees from deleting invoices, tickets, or inventory based on their role:

  • Navigate to Permissions and Locate the Delete column.
  1. Deselect the Delete option to block employees from deleting specific items.
  2. Click Save Changes to apply these permissions.


Can I let staff process trade-ins on the POS without giving them access to add products or services?

Yes. Trade-in access is now controlled by a dedicated Add Trade-In Item permission under Roles & Permissions > Point of Sale. Enabling it lets staff process trade-ins on the POS independently — the Create New Service/Item permission is no longer required. This means you can grant trade-in access while keeping product and service additions restricted.