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iSmartSync • Security

Role-Based Access that matches your business

Decide who can sell, refund, edit stock, manage prices, or run reports — with supervisor overrides when needed.

Role-based access overview
Roles

Simple, flexible permissions for your team

Give everyone the right access — no more, no less. Configure pages, actions, and quick approvals to protect your data and streamline work.

Roles list with permissions
Permissions

Granular control — with overrides

Go beyond ‘view vs. edit’. Approve big refunds, price edits, or end-of-day tasks with a supervisor tap. Everything is logged.

Permission matrix with actions

Why owners choose iSmartSync role-based access

Page access
Visibility
  • Show/Hide modules like Orders, Products, Reports, Settings
  • Keep cashiers focused; reduce mistakes
Action-level rules
  • Allow or block specific actions (refund, price edit, export)
  • Map powers by role or specific team members
Supervisor overrides
  • Quick approvals at the counter for sensitive tasks
  • Every approval is logged for audits
Plan & capacity awareness
  • Friendly guardrails when you hit plan limits (e.g., locations)
  • Request approval, upgrade, or reassign capacity — without breaking flow
Crystal-clear audits
  • See who did what and when
  • Action logs across registers, counters, and shifts
Clean UI for staff
  • Each role sees only what they need
  • Speed up operations and reduce training
Staff experience

Focused UI means faster work

Cashiers see just the checkout flow. Inventory sees stock tools. Managers see everything they need to lead.

Focused UI by role
Audits

Logs that stand up to scrutiny

Every sensitive action is recorded with who/when/what. Export logs when finance or auditors ask.

Audit logs

FAQs

Yes. Set page visibility for Reports, and separately restrict export actions for selected roles.

Yes. Roles apply everywhere unless you set branch-specific exceptions.

Absolutely — you decide which actions require an override and which ones don’t.

Lock down what matters — keep teams moving

Set page access, define actions, enable quick overrides, and keep an audit trail — all inside iSmartSync.