The Five Roles
Admin
Full access to every feature, setting, and sensitive operation in the backoffice. Admins manage all other users and configure the system.
Manager
Operational management access. Managers can handle day-to-day courier operations and financial reporting but typically do not have access to low-level system configuration.
Staff
The default role for front-line team members. Staff can process packages, check off arrivals, and serve customers at the Point of Sale.
Cashier
Focused on financial operations — primarily the Point of Sale and transaction records.
Agent
Customer-facing support agents. Agents typically handle pre-alerts and customer account queries.
Role Capabilities Comparison
The table below maps each sidebar permission to the roles that hold it by default. Administrators can adjust any of these via the Role Access Matrix in Security Management.The table above reflects the default permission structure defined in the sidebar configuration. Your organisation may have customised role permissions — check with your administrator or review the Role Access Matrix in Settings → Security Management for the exact current state.
How the Permission System Works
The backoffice uses a two-layer permission model:- Role-level permissions
- User-level overrides
Every role has a set of permissions assigned to it. When a staff member logs in, the system loads the permissions associated with their role and shows only the sidebar items and features they are allowed to use. These role-level permissions are managed in the Role Access Matrix under Security Management.
How Roles Affect What You See
When a staff member does not have the required permission for a menu item, that item is simply not shown in their sidebar. There is no visible locked or greyed-out entry — the menu is clean and shows only what is relevant to that user’s role. For example:- A Cashier logging in sees Dashboard, Point of Sale, Transactions, and Day-End Report — nothing else.
- An Agent sees Dashboard, Customers, Packages, and Pre Alerts.
- An Admin sees every section including System Settings and System Updates.
Managing Roles and Users
Only administrators can create, edit, and deactivate staff accounts or change role assignments.1
Navigate to User Management
Go to Settings → User Management. The page lists all staff members with their role, branch assignment, last login time, and account status.
2
Add or edit a user
Click Add User to create a new account, or click a user’s name to open the edit panel. Fill in the first name, last name, email, and password fields, then select the appropriate role from the dropdown: Staff, Admin, Manager, Cashier, or Agent.
3
Assign a branch (optional)
If your organisation operates multiple branches, use the Branch Assignment dropdown to tie the user to a specific branch. Leave it as Global / No Branch for users who work across all locations.
4
Set account status
Use the Account is Active checkbox to enable or disable the account. Inactive accounts cannot log in. You can also toggle status directly from the user list using the switch in the Status column.
5
Manage individual permissions
After saving the user, the right-hand panel shows the full Permission Catalog. For each permission, set the override to Grant, Revoke, or Default (which inherits the role-level setting). Click Save Permissions when done.
Managing Role Permissions
To change which permissions a role holds across all users of that role:- Go to Settings → Security Management.
- In the Role Access Matrix panel, locate the permission row and check or uncheck the box under the relevant role column. Changes take effect immediately — the label “Live updates” confirms this.
- Use the Permission Catalog panel on the left to search for a specific permission key if the list is long.