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What each role can do

The five roles, what each one is for, and the handful of actions that are deliberately kept away from the counter.

Five roles, and the differences between them are about consequence rather than seniority. Anything that can quietly change money that was already settled is held back.

  1. Owner

    Everything, including billing, the plan and removing people. There is always at least one.

  2. Manager

    Runs the shop: tickets, stock, the till, reports, and the reversals — voids and write-offs — that the counter cannot do.

  3. Technician

    Works the bench. Tickets, parts, stock and the repair side of the money. Can take a payment and issue a refund at the counter.

  4. Sales

    The counter. Rings up sales, books repairs in, takes payments and issues refunds. Does not void or write off.

  5. Accountant

    Reads the money — invoices, payments, reports, the cashbook — without being able to change any of it.

    A read-only role is not a lesser one. It is the correct shape for someone whose job is to check the numbers rather than make them.

Questions that come up

Can I give one person a bit more?
Roles are fixed sets on purpose. A permission matrix that anyone can adjust becomes a permission matrix nobody can explain.
Still stuck

Ask us the thing this did not cover

Tell us what you were trying to do and where it stopped.