MANAGE · STAFF & SECURITY

Roles & permissions

Choose exactly what each role can do and which NextTill pages or integrations it can open.

Administrator protected

Administrator always has full access. Hospitality reminder handling and stage progression can be granted separately from Hospitality setup.

Add role

Role nameDescription

Owner

Full trial access

admin

Till actions · Hospitality

Acknowledge and snooze hospitality remindershospitality_alert_handleAdvance hospitality service stageshospitality_stage_change

Till actions

Use till and take paymentssellRefund transactionsrefundApprove manager-authorised refundsrefund_manager_approveApply manual discountsdiscountVoid/remove sale linesvoidOpen drawer / no saleno_saleCash movements and cash-up actionscash_managementIssue, spend and adjust customer creditcustomer_credit_adjust

Reporting · Transactions

Transaction historymenu_transactionsTransaction searchmenu_transaction_searchHeld transactionsmenu_held_transactions

Reporting · Sales

Daily totalsmenu_daily_totalsDaily sales summarymenu_daily_salesSales analysismenu_sales_analysisCost & gross profitmenu_gross_profit

Reporting · Payments

Tender reconciliationmenu_tender_reconciliationEnd of day & cash-upmenu_end_of_dayVAT reportsmenu_vat_reports

Reporting · Auditing

Sale-data auditmenu_sale_auditRefund auditmenu_refund_auditDiscount auditmenu_discount_auditNo-sales & voidsmenu_no_sale_void_audit

Reporting · Other

Promotion performancemenu_promotion_reportCustomer & club member reportsmenu_customer_reportsStock reportsmenu_stock_reportsCSV & Excel exportsmenu_data_exportsScheduled reportsmenu_scheduled_reports

Reporting · System

Sync reportmenu_sync_report

Manage · Products

Product list & editingmenu_manage_productsArchived productsmenu_archived_productsDepartments & categoriesmenu_departments_categoriesBrandsmenu_brandsProduct popup alertsmenu_product_alertsMultiple-choice notesmenu_multiple_choice_notesProduct optionsmenu_product_optionsMiscellaneous & open productsmenu_misc_productsLabels & barcodesmenu_labelsBuying reviewmenu_buying_reviewProduct tagsmenu_product_tags

Manage · Food & recipes

Ingredients, recipes & allergensmenu_food_moduleDietary suitabilitymenu_dietary_suitabilityPPDS labelsmenu_ppds_labels

Manage · Promotions

Promotionsmenu_promotionsTest promotionsmenu_promotion_testPromotion diagnosticsmenu_promotion_diagnostics

Manage · Stock

Stock movementsmenu_stock_movementsPurchase ordersmenu_purchase_ordersStock takesmenu_stock_takesSuppliersmenu_suppliers

Manage · Staff

Staff accountsmenu_staff_accountsRoles & permissions — Administrator onlyAdministrator only

Manage · Customers

Customer searchmenu_customer_searchCustomer purchase historymenu_customer_historyCustomer creditmenu_customer_creditCustomer typesmenu_customer_typesLoyaltymenu_loyaltyGift cardsmenu_gift_cards

Manage · Amazon Marketplace Pro

Ordersmenu_amazon_ordersReturns & refundsmenu_amazon_returnsSettlements & actual profitmenu_amazon_financeFBA/FBM productsmenu_amazon_productsProfit optimisermenu_amazon_profitListingsmenu_amazon_listingsFBA inventory & healthmenu_amazon_operationsBuy Shippingmenu_amazon_shipping

Setup · Business

Company detailsmenu_company_details

Setup · Receipts

Receipt header, footer & VATmenu_receipt_detailsPrinted, emailed or no receiptmenu_receipt_optionsReceipt search & reprintingmenu_receipt_history

Setup · Till controls

Discount reasonsmenu_discount_reasonsRefund reasonsmenu_refund_reasonsNo-sale reasonsmenu_no_sale_reasonsStock movement reasonsmenu_stock_movement_reasons

Setup · Business

Reporting scopemenu_reporting_scopeLocationsmenu_locationsOpening & ordering hoursmenu_opening_hoursCafé service stagesmenu_service_stages

Setup · Optional modules

Hospitalitymenu_hospitalityOnline & QR orderingmenu_online_orderingOnline cataloguemenu_online_catalogueOnline ordersmenu_online_orders

Setup · Integrations

Integrations & optional modulesmenu_integrationsAmazon Marketplace Pro setupmenu_amazon_marketplaceDojo card payment setupmenu_dojo_setupDojo transaction historymenu_dojo_transactionsDojo terminal mappingmenu_dojo_terminalsDojo payment review/reconciliationmenu_dojo_payment_reviewDojo online payment setupmenu_dojo_online_setupEPOS Now migrationmenu_epos_now_migrationMailchimp setupmenu_mailchimp_setupMailchimp synchronisationmenu_mailchimp_sync

Setup · Till & device

Show on till cataloguemenu_catalogue_setupTerminal setupmenu_terminal_setupOffline statusmenu_offline_statusQuick cloud syncmenu_quick_syncFull catalogue rebuildmenu_full_rebuild

Setup · Backup & recovery

Automated backupsmenu_automated_backupsPoint-in-time recoverymenu_point_in_time_recoveryTested restoration proceduremenu_restoration_test

Administrator always has full access and cannot be restricted.

Till staff

Standard selling access

staff

Till actions · Hospitality

Acknowledge and snooze hospitality remindershospitality_alert_handleAdvance hospitality service stageshospitality_stage_change

Till actions

Reporting · Transactions

Transaction historymenu_transactionsTransaction searchmenu_transaction_searchHeld transactionsmenu_held_transactions

Reporting · Sales

Daily totalsmenu_daily_totalsDaily sales summarymenu_daily_salesSales analysismenu_sales_analysisCost & gross profitmenu_gross_profit

Reporting · Payments

Tender reconciliationmenu_tender_reconciliationEnd of day & cash-upmenu_end_of_dayVAT reportsmenu_vat_reports

Reporting · Auditing

Sale-data auditmenu_sale_auditRefund auditmenu_refund_auditDiscount auditmenu_discount_auditNo-sales & voidsmenu_no_sale_void_audit

Reporting · Other

Reporting · System

Sync reportmenu_sync_report

Manage · Products

Manage · Food & recipes

Ingredients, recipes & allergensmenu_food_moduleDietary suitabilitymenu_dietary_suitabilityPPDS labelsmenu_ppds_labels

Manage · Promotions

Promotionsmenu_promotionsTest promotionsmenu_promotion_testPromotion diagnosticsmenu_promotion_diagnostics

Manage · Stock

Stock movementsmenu_stock_movementsPurchase ordersmenu_purchase_ordersStock takesmenu_stock_takesSuppliersmenu_suppliers

Manage · Staff

Staff accountsmenu_staff_accountsRoles & permissions — Administrator onlyAdministrator only

Manage · Customers

Customer searchmenu_customer_searchCustomer purchase historymenu_customer_historyCustomer creditmenu_customer_creditCustomer typesmenu_customer_typesLoyaltymenu_loyaltyGift cardsmenu_gift_cards

Manage · Amazon Marketplace Pro

Setup · Business

Company detailsmenu_company_details

Setup · Receipts

Receipt header, footer & VATmenu_receipt_detailsPrinted, emailed or no receiptmenu_receipt_optionsReceipt search & reprintingmenu_receipt_history

Setup · Till controls

Discount reasonsmenu_discount_reasonsRefund reasonsmenu_refund_reasonsNo-sale reasonsmenu_no_sale_reasonsStock movement reasonsmenu_stock_movement_reasons

Setup · Business

Reporting scopemenu_reporting_scopeLocationsmenu_locationsOpening & ordering hoursmenu_opening_hoursCafé service stagesmenu_service_stages

Setup · Optional modules

Hospitalitymenu_hospitalityOnline & QR orderingmenu_online_orderingOnline cataloguemenu_online_catalogueOnline ordersmenu_online_orders

Setup · Integrations

Setup · Till & device

Show on till cataloguemenu_catalogue_setupTerminal setupmenu_terminal_setupOffline statusmenu_offline_statusQuick cloud syncmenu_quick_syncFull catalogue rebuildmenu_full_rebuild

Setup · Backup & recovery

Automated backupsmenu_automated_backupsPoint-in-time recoverymenu_point_in_time_recoveryTested restoration proceduremenu_restoration_test

Supervisor

Till operator with day-to-day overrides

supervisor

Till actions · Hospitality

Acknowledge and snooze hospitality remindershospitality_alert_handleAdvance hospitality service stageshospitality_stage_change

Till actions

Reporting · Transactions

Transaction historymenu_transactionsTransaction searchmenu_transaction_searchHeld transactionsmenu_held_transactions

Reporting · Sales

Daily totalsmenu_daily_totalsDaily sales summarymenu_daily_salesSales analysismenu_sales_analysisCost & gross profitmenu_gross_profit

Reporting · Payments

Tender reconciliationmenu_tender_reconciliationEnd of day & cash-upmenu_end_of_dayVAT reportsmenu_vat_reports

Reporting · Auditing

Sale-data auditmenu_sale_auditRefund auditmenu_refund_auditDiscount auditmenu_discount_auditNo-sales & voidsmenu_no_sale_void_audit

Reporting · Other

Reporting · System

Sync reportmenu_sync_report

Manage · Products

Manage · Food & recipes

Ingredients, recipes & allergensmenu_food_moduleDietary suitabilitymenu_dietary_suitabilityPPDS labelsmenu_ppds_labels

Manage · Promotions

Promotionsmenu_promotionsTest promotionsmenu_promotion_testPromotion diagnosticsmenu_promotion_diagnostics

Manage · Stock

Stock movementsmenu_stock_movementsPurchase ordersmenu_purchase_ordersStock takesmenu_stock_takesSuppliersmenu_suppliers

Manage · Staff

Staff accountsmenu_staff_accountsRoles & permissions — Administrator onlyAdministrator only

Manage · Customers

Customer searchmenu_customer_searchCustomer purchase historymenu_customer_historyCustomer creditmenu_customer_creditCustomer typesmenu_customer_typesLoyaltymenu_loyaltyGift cardsmenu_gift_cards

Manage · Amazon Marketplace Pro

Setup · Business

Company detailsmenu_company_details

Setup · Receipts

Receipt header, footer & VATmenu_receipt_detailsPrinted, emailed or no receiptmenu_receipt_optionsReceipt search & reprintingmenu_receipt_history

Setup · Till controls

Discount reasonsmenu_discount_reasonsRefund reasonsmenu_refund_reasonsNo-sale reasonsmenu_no_sale_reasonsStock movement reasonsmenu_stock_movement_reasons

Setup · Business

Reporting scopemenu_reporting_scopeLocationsmenu_locationsOpening & ordering hoursmenu_opening_hoursCafé service stagesmenu_service_stages

Setup · Optional modules

Hospitalitymenu_hospitalityOnline & QR orderingmenu_online_orderingOnline cataloguemenu_online_catalogueOnline ordersmenu_online_orders

Setup · Integrations

Setup · Till & device

Show on till cataloguemenu_catalogue_setupTerminal setupmenu_terminal_setupOffline statusmenu_offline_statusQuick cloud syncmenu_quick_syncFull catalogue rebuildmenu_full_rebuild

Setup · Backup & recovery

Automated backupsmenu_automated_backupsPoint-in-time recoverymenu_point_in_time_recoveryTested restoration proceduremenu_restoration_test

Manager

Operational manager

manager

Till actions · Hospitality

Acknowledge and snooze hospitality remindershospitality_alert_handleAdvance hospitality service stageshospitality_stage_change

Till actions

Reporting · Transactions

Transaction historymenu_transactionsTransaction searchmenu_transaction_searchHeld transactionsmenu_held_transactions

Reporting · Sales

Daily totalsmenu_daily_totalsDaily sales summarymenu_daily_salesSales analysismenu_sales_analysisCost & gross profitmenu_gross_profit

Reporting · Payments

Tender reconciliationmenu_tender_reconciliationEnd of day & cash-upmenu_end_of_dayVAT reportsmenu_vat_reports

Reporting · Auditing

Sale-data auditmenu_sale_auditRefund auditmenu_refund_auditDiscount auditmenu_discount_auditNo-sales & voidsmenu_no_sale_void_audit

Reporting · Other

Reporting · System

Sync reportmenu_sync_report

Manage · Products

Manage · Food & recipes

Ingredients, recipes & allergensmenu_food_moduleDietary suitabilitymenu_dietary_suitabilityPPDS labelsmenu_ppds_labels

Manage · Promotions

Promotionsmenu_promotionsTest promotionsmenu_promotion_testPromotion diagnosticsmenu_promotion_diagnostics

Manage · Stock

Stock movementsmenu_stock_movementsPurchase ordersmenu_purchase_ordersStock takesmenu_stock_takesSuppliersmenu_suppliers

Manage · Staff

Staff accountsmenu_staff_accountsRoles & permissions — Administrator onlyAdministrator only

Manage · Customers

Customer searchmenu_customer_searchCustomer purchase historymenu_customer_historyCustomer creditmenu_customer_creditCustomer typesmenu_customer_typesLoyaltymenu_loyaltyGift cardsmenu_gift_cards

Manage · Amazon Marketplace Pro

Setup · Business

Company detailsmenu_company_details

Setup · Receipts

Receipt header, footer & VATmenu_receipt_detailsPrinted, emailed or no receiptmenu_receipt_optionsReceipt search & reprintingmenu_receipt_history

Setup · Till controls

Discount reasonsmenu_discount_reasonsRefund reasonsmenu_refund_reasonsNo-sale reasonsmenu_no_sale_reasonsStock movement reasonsmenu_stock_movement_reasons

Setup · Business

Reporting scopemenu_reporting_scopeLocationsmenu_locationsOpening & ordering hoursmenu_opening_hoursCafé service stagesmenu_service_stages

Setup · Optional modules

Hospitalitymenu_hospitalityOnline & QR orderingmenu_online_orderingOnline cataloguemenu_online_catalogueOnline ordersmenu_online_orders

Setup · Integrations

Setup · Till & device

Show on till cataloguemenu_catalogue_setupTerminal setupmenu_terminal_setupOffline statusmenu_offline_statusQuick cloud syncmenu_quick_syncFull catalogue rebuildmenu_full_rebuild

Setup · Backup & recovery

Automated backupsmenu_automated_backupsPoint-in-time recoverymenu_point_in_time_recoveryTested restoration proceduremenu_restoration_test