Set up roles and permissions

Control exactly what each role can view, create, edit and delete, module by module.

Team & Account1 min read

Roles decide what your staff can see and do. Get Repair comes with four system roles (Admin, Manager, Technician, Front Desk), and you can create your own.

Who can do this: Owners and admins.

View or change a role

  1. Go to Settings → Team → Roles & Permissions.
  2. Select a role in the Roles list ②, e.g. Technician.
  3. For each module, tick what the role can do: View, Create, Edit, Delete.
    • Example ③: Technicians can view, create and edit Repair Tickets, but not delete them.
    • Modules with a number (e.g. POS 26) have detailed permissions. Click the arrow to expand them.
  4. Use Toggle all modules at the top to switch a whole column on or off.

Roles & Permissions

Create a custom role

Click New Role ①, name it (e.g. Senior Technician), then tick its permissions as above. Assign it to staff from Settings → Team → Employees.

Permission groups

Group Modules
Operations POS, Repair Tickets, Estimates, Trade-In, Invoices, Customers, Leads, Memberships, Loyalty, Gift Cards
Inventory Inventory, Transfers, Purchase Orders, Suppliers, RMAs
Finance & Reports Expenses, Reports, Billing, Data Export
Management Tasks, Timesheets, Schedule, Chat, Activity Log, Dashboard, Wiki
System Settings, Integrations, Locations
Cash Register Cash Register actions
Inbox Access, reply to chats, assign chats, manage channels

Tips

  • Make super admin gives a role full access to everything. Use it sparingly.
  • Want staff to be able to do something only with a manager's approval? Use PINs instead of removing the permission. See Require a PIN for sensitive actions.

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