You can use employee roles to group and limit your employees' levels of access in your Retail account. For example, you might want to disable access to the Reports section for employees with the Associate role. Because multiple employees can be assigned to the same employee role, you'll also save time by not having to set or edit permissions for every individual employee.

Should an employee need their own set of permissions, you can give them a Custom employee role and set their permissions from within their employee account. For more information on how to do so, please see the What's next? section of our Adding employees article.  

Before you begin

Before adding a multitude of employees, first define a well-structured set of employee roles. Although Lightspeed Retail includes built-in roles such as: Owner, Admin, Manager and Associate to help you get started, we encourage you to define the roles that make the most sense for your business. If you do, give new employee roles meaningful names such as Summer Intern or Floor Manager for example.

When adding new employee roles, also keep in mind the following rules surrounding employee roles: 

• You can add up to 21 custom employee roles.
• Every employee role you add needs to have a unique name.
• Built-in roles (e.g. Owner or Admin) can't be archived.
• Only unassigned employee roles can be archived and unarchived.

Add an employee role

1. From the main menu, click Settings > Employee Roles.
2. Click + New Employee Role.
3. Give the new employee role a meaningful name.
4. Configure the permissions of the employee role (see the table below).
5. Click Save Changes.

Employee role permissions 

What's next?

Now that you've added your employee roles, add employees and assign them to an employee role. For detailed instructions on how to do so, please see our Adding employees article.

 If you already have existing employees, simply reassign them to the correct employee role if required.