Users and Roles

Each person who uses Ambrosia should have their own user, with a PIN to log in and a role that decides what they can see and do. You manage both from Users in the Dashboard.

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You need permissions to manage users and roles. The admin account you created during setup has all of them.

Add a User

1. Go to Users and click Add User.
2. Fill in the fields:
   • Name (required): the name shown on the login screen.
   • PIN (required): 4 digits to log in.
   • Email and Phone (optional).
   • Role (required): what the user can do. See Roles below.
3. Click Add.

The new user appears in Employee Selection on the login screen and logs in with their PIN.

Edit or Delete a User

• Click Edit on the user, change what you need and click Save. This is also where you change the user's role.
• Click Delete and confirm with Delete. This action cannot be undone.

Ambrosia doesn't let you delete the only user, or remove or delete the last admin.

Roles

Below the user list, Roles & permissions shows the store's roles. A role is a set of permissions grouped by area: People & access, Catalog, Sales & orders, Payments & cash, Settings, Shifts, Tickets and Reports.

Create a Role

1. Click Add Role.
2. Enter the Role name, for example Cashier.
3. Start from a template, or use Advanced mode to choose each permission yourself:
   • Cashier: process sales and payments.
   • Seller: browse products and create orders.
   • Manager: full operational access.
   • Administrator: full system access.
4. Click Create role.

Turning on With admin privileges gives the role every permission. Only an administrator can create or assign an admin role.

Edit or Delete a Role

• Click Edit, change the name or the permissions and click Save changes.
• Click Delete to remove a role. Users with that role are left without one until you assign another.

Permissions to Keep in Mind

Some screens and actions only appear with a specific permission:

Permission	What it allows
Open shifts	Open a shift, which is required to sell
Register payments	Charge sales
Apply discounts	Add a discount at checkout
Refund orders	Refund a sale
Access wallet	Open the Wallet
View reports	See the reports
Edit settings	Change the store settings

A user who opens a screen without the right permission sees a message asking an administrator to grant it.