Employee Roles and Permissions

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 Permissions > Select the employee role.

  • Expand the POS section.

  • Disable the Apply Discount trigger.

  • Click Save Changes to restrict this action.
How do I hide cost prices from employees?

To prevent employees from viewing cost prices:

  • Navigate to Store Settings > Employees > Roles Permissions > Select the employee role.
  • Disable the Show Cost Price trigger.

  1. Click Save Changes to apply this setting.
Can I block employees from deleting invoices, tickets, or inventory?

Yes! To restrict deletion access:

  • Navigate to Roles Permissions and Locate the Delete column.
  • Uncheck permissions for Invoices, Tickets, and Inventory Items.

  1. Click Save Changes to apply.
How can I require an access PIN before employees apply discounts?

To enforce a PIN requirement before applying discounts:

  • Go to Settings > Employees > Manage Security Checks.

  • Enable Apply Discount under Admin Access PIN Required.

  • Click Save Changes to activate this setting.
Can I restrict employees from modifying pre-repair device conditions?

Yes, to prevent modifications:

  • Go to Roles Permissions in Store Settings > Employees.
  • Select the employee role.
  • Expand the POS section and disable Change Pre-Repair Device Conditions Once Added.
  • Expand the Tickets section and disable Change Pre-Repair Device Conditions Once Added.
  • Click Save Changes.
Can I set permissions for specific reports?

Yes! You can control access to reports by:

  • Navigating to Reports Permissions.
  • Assigning or removing access to specific reports based on employee roles.
How do I stop employees from viewing invoices on POS?

To restrict invoice access:

  • Go to Roles Permissions > POS > Disable the View/Search Invoices permission.

  • Click Save Changes.