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KasWarung

Complete retail management portal for your business. Manage products, inventory, purchasing, staff, and reports — all in one platform.

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Knowledge Base

Complete Guide to Staff & Access Control

Learn how to invite team members, assign roles (Owner, Manager, Cashier), control outlet access, and manage employee permissions.

What is Staff Management?

KasWarung lets you invite team members and control exactly what each person can access. Assign roles — Owner, Manager, or Cashier — each with different permissions. Assign employees to specific outlets so they can only access data for their assigned locations. All managed from the Management Portal.

Core Concepts

The building blocks of access control

Role-Based Access Control (RBAC)

Three built-in roles with escalating permissions: Cashier (POS only), Manager (portal access with restrictions), and Owner (full access to everything).

💡 Example:

Cashier John can only use the POS app. Manager Sarah can view reports and manage products but can't change business settings. Owner Budi has full access.

  • Three roles: Owner, Manager, Cashier
  • Each role has predefined permissions
  • Role enforced via JWT claims
  • Cannot escalate own role

Employee Invitations

Invite employees by adding their Google account email. They'll be able to log in via Google OAuth on both the portal (Manager) and POS app (Cashier).

💡 Example:

Add employee: email "john@gmail.com", role: Cashier, assigned outlets: Store A and Store B

  • Invite via Google account email
  • Set role during invitation
  • Assign to specific outlet(s)
  • Employee receives access immediately

Per-Outlet Access

Each employee can be assigned to one or more outlets. Cashiers only see products and process transactions for their assigned outlet. Managers see reports for their assigned outlets.

💡 Example:

Cashier assigned to "Store A" can only see Store A's catalog and process Store A's transactions — Store B's data is invisible.

  • Assign employees to specific outlets
  • Cashiers see only assigned outlet data
  • Managers see reports for assigned outlets
  • Owners see all outlets

Permission Matrix

Each role has a clear permission set. Owners can do everything. Managers can manage products, view reports, and handle inventory. Cashiers can only process POS transactions.

💡 Example:

Manager: ✓ Products, ✓ Reports, ✓ Inventory, ✗ Settings, ✗ Subscription, ✗ Delete business

  • Owner: full access to all features
  • Manager: products, inventory, reports, employees
  • Cashier: POS transactions only
  • Permissions enforced at API and UI level

How to Manage Your Team

Step-by-step guide in the Management Portal

1

Invite an Employee

Go to Employees → click "Add Employee". Enter their Google account email, select a role (Cashier or Manager), and assign them to one or more outlets.

2

Set the Right Role

Choose Cashier for register-only staff who use the POS app. Choose Manager for supervisors who need portal access for products, inventory, and reports.

3

Assign Outlets

Select which outlet(s) the employee can access. Cashiers will only see these outlets in the POS app. Managers will see reports filtered to these outlets.

4

Monitor Activity

View employee shift data and transaction history through the Reports module. Track who processed which transactions and shift summaries per cashier.

How Access Control Works

Role enforcement and data isolation

Role-Based Permissions

Permissions are enforced at both the UI level (menus hidden) and the API level (requests blocked). Roles are stored as JWT claims in the authentication token, ensuring server-side enforcement.

Owner

Full access: settings, billing, employees, all outlets, all features. Can delete the business.

Manager

Products, categories, inventory, reports, purchasing, and employee management for assigned outlets.

Cashier

POS app only: catalog browsing, cart, checkout, shift management, and transaction history.

Important Note

Role changes take effect on the employee's next login. If you change someone from Cashier to Manager, they'll need to log out and back in for the new permissions to apply.

Where Does Staff Data Appear?

Employee data across the ecosystem

Employee List

All team members with their roles, assigned outlets, and status (active/inactive). Search, filter, and edit from here.

Role Badges

Color-coded role badges (Owner/Manager/Cashier) appear next to employee names throughout the portal for quick identification.

Outlet Assignments

See which outlets each employee can access. Edit assignments to add or remove outlet access.

POS App Login

When a cashier logs into the POS app, they only see products and data for their assigned outlet(s).

Shift Reports

Reports show which cashier operated which shift, including sales totals, transaction counts, and cash discrepancies.

Transaction Attribution

Every transaction records which cashier processed it. View per-employee transaction history in reports.

Tips & Best Practices

Get the most out of staff management

Use the Right Role for Each Person

Don't give everyone Manager access. Cashiers should be Cashiers — this limits their access to POS-only and reduces risk of accidental data changes in the portal.

Assign Outlets Carefully

Only assign employees to outlets where they actually work. This keeps data isolated and ensures cashiers can't accidentally process transactions for the wrong location.

Deactivate Instead of Delete

If an employee leaves, deactivate their account instead of deleting. This preserves their transaction history and shift data in reports. They can no longer log in.

Review Shift Reports Per Cashier

Regularly review shift summaries per cashier to identify cash discrepancies, unusual transaction patterns, or performance issues early.

Frequently Asked Questions

How many employees can I add?

The number of employees depends on your subscription plan. Free plans have limited employee slots. Professional and Enterprise plans support more team members.

Can one employee work at multiple outlets?

Yes. You can assign an employee to multiple outlets. In the POS app, they select which outlet they're working at when opening a shift.

What happens when I change an employee's role?

The new role takes effect on their next login. They need to log out and back in. The previous role's permissions are revoked immediately on the server side.

Can I see which cashier processed a transaction?

Yes. Every transaction records the cashier who processed it. View this in the portal under Sales reports or shift detail drill-downs.

What happens when I deactivate an employee?

They can no longer log in to the POS app or portal. Their historical data (transactions, shifts) remains in reports. You can reactivate them anytime.

Ready to Manage Your Team?

Log in to the portal and start inviting employees. Set roles, assign outlets, and control access from one place.

Open Portal Now