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Custom Roles & Permissions

Create roles that match how your team works, and control what each member can see and do.

Written by Support Agent

Every team member in Papaya has a role, and the role decides which pages they can open and what they can do there. Papaya comes with three default roles: Admin, Manager and Staff. The account owner always has full access. With custom roles you build your own, for example a Kitchen role that sees orders but can't take payments, or a Cashier who takes payments but can't give discounts.

‼️ Custom roles are part of the Pro plan. On other plans you can still open the default roles to see what they allow.

Role

Type

Can you change it?

Admin, Manager, Staff

Default

No. Open one to see its permissions.

Your own (e.g. Kitchen, Cashier)

Custom

Yes, any time


Create a custom role

  1. Go to Settings → Roles & Permissions (open it).

  2. Click Add Role.

  3. Enter a Role Name, e.g. Kitchen Staff.

  4. Under Permissions, open each group and switch each permission on or off.

  5. Click Save.

‼️ A new role starts with many permissions already switched on. Check every group and switch off anything this role shouldn't do.

Custom roles belong to your business, so the same role is available at all your outlets.


What you can control

Group

Examples

Orders

View orders, Create new order, Cancel order, Cancel order items, Reopen order, Apply discount, Apply open discount, Change order tax rate, Print receipts, tax invoices, and bills

Menu

View menu, Create, Edit, Delete

Base Menu

View base menu, Create, Edit, Delete

Inventory

Update inventory

Ingredient Inventory

View ingredient inventory, Create and edit inventory counts, Create and complete goods receipts, Approve and reject purchase requests

Channels

View channels, Create, Edit, Delete, Upload a file, Edit template

Payments

Add payment, Cancel offline payment, Open cash drawer, Record cash movement, Reverse cash movement, Manage cash sessions

Analytics and Reports

View analytics, View reports, Print order reports, Export action log

Settings

Access settings

The View… permissions decide whether a page appears at all. The others decide what the person can do on that page.


Give a team member a role

  1. Go to Settings → Team.

  2. Click Invite Member, or open an existing member and choose Edit Member.

  3. Pick the role under Role. Custom roles are listed after the default ones.

  4. Save.

On a shared POS with passcodes, permissions follow whoever has switched in with their passcode. See POS Passcodes — Fast Staff Switching.


Edit or delete a role

Click the ⋯ button at the end of the role's row and choose Edit or Delete. Deleting a role can't be undone, so move the team members using it to another role first.


Example roles

Role

Switch on

Leave off

Kitchen

View orders, Update service status, Hold and fire order items

Payments, discounts, Access settings

Cashier

View orders, Create new order, Add payment, Open cash drawer, Print receipts

Apply open discount, Reopen order, Cancel offline payment

Shift supervisor

All of Orders, Cancel offline payment, Reverse cash movement, Manage cash sessions, View reports

Access settings

Stock keeper

Ingredient Inventory

Orders, Payments


FAQ

Can I change what Manager or Staff can do?

No, default roles are fixed. Create a custom role with the permissions you want and assign that instead.

Who can create roles?

Anyone who can open Settings: the owner, Admins, and custom roles with Access settings.

Does a role apply at every outlet?

Yes. Which outlets a member works at is set on their Team profile.


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