The back office: menu, roles and access
Who can open the dashboard, what each menu group holds, and why an entry does not show.
Before you start
- For 🧭 Manager
The back office (the "dashboard") is where the manager sets up the catalogue, follows sales, manages stock and the team. It opens from a computer or tablet, with an email and password (see signing in).
Who can get in?#
| Role | Access |
|---|---|
| Owner | Everything, including Settings. |
| Manager | Everything except Settings, which are reserved for the owner (support can open a reduced version to the manager: "Limited settings"). |
| Storeman | Only Stock, Ingredients, Production and Import / Export (their stock files). They land straight on Stock. |
| Cashier, waiter, kitchen | No back office: they land on their work screen. |
The menu#
Each group's title shows when the menu is expanded. The button at the top of the menu collapses or pins it; collapsed, it reopens on hover. On a phone, a ☰ button opens it.
| Group | Entries | When it shows |
|---|---|---|
| (no title) | Dashboard | always |
| Sales | Appointments · Orders · Online orders · Invoices · Special orders | Appointments: beauty salons. Online orders: customer ordering module + Customers. Invoices: B2B invoicing on. Special orders: on (by default for bakeries). |
| Catalogue and stock | Products (or "Products & Services" for salons) · Meal deals · Promotions · Floor plan · Modifiers · Stock · Production | Meal deals: kiosk module. Floor plan: business types with tables, module on. Stock: stock management module. Production: on (by default for bakeries). |
| Customers | Loyalty cards · Customers (with B2B accounts and Delivery notes) | Loyalty cards: cafés and coffee shops. Customers: Customers module. |
| Team | Time clock · Team · Commissions | Time clock: module on. Commissions: beauty salons. |
| Reports | Z reports (closings) · Reports · Margins · Activity log · Historical POS | Historical POS: only if enabled for your business. |
| Administration | Import / Export · Settings | Settings: owner. |
At the bottom of the menu: Open the till, Kitchen screen (KDS), Waiter app, Kiosk, depending on the modules on, then your name, role and the sign-out button.
See reports (analysis and accounting export) and meal deals and promotions for these two pages.
Why does an entry not show?#
A module is active when your subscription includes it and its setting is not turned off (in Settings › Modules). Some entries also depend on the business type: for example, no floor plan for a retail shop, no stock for a salon.
The banners at the top of pages#
- No manager account: the owner is invited to create one (without a manager, nobody can authorise a cancellation or closing at the till when the owner is absent).
- Set my PIN: to authorise protected actions at the till.
- Demo data active (demonstration accounts).
- Subscription: expiry or trial-end date, with the support contact. On a trial, a countdown shows in the last 15 days.
Updated 2026-10-06