Permissions

Permissions control which buttons, fields, and screens each staff member can see and use in Rundoo. They sit on each person's record so two people sharing a register can have entirely different access. A cashier who can ring sales but can't view costs, a manager who can void and refund but can't edit company-level settings, an admin with everything on.

In the Admin mode, open Staff in the left sidebar, click a staff member, and open the Permissions tab.

How the panel is laid out

The panel groups the permissions Rundoo ships into six sections that mirror the parts of the product they gate: Admin, Blocks, Customer Management, Inventory, Point of Sale, Reporting. Each section header carries Enable section / Disable section actions that flip every checkbox in that section together; All permissions at the top flips every section at once.

The top of the staff list shows each person's permission count as a fraction (e.g. 28 of 43) so you can see at a glance who's a full admin and who's near a baseline cashier. Total today: 43 permissions, across the six sections.

Changes save per-checkbox; there's no Save button on this tab. Reload the panel after a change to confirm it stuck.

What turning a permission off actually does

Switching a permission off doesn't always look the same from the staff member's side. Sometimes a button vanishes, sometimes a column drops out of a page that otherwise loads fine, and sometimes the whole page refuses to open. The Verified column in the tables below tells you which behavior to expect:

• ✓ render, a UI element (button, column, panel, nav item) disappears entirely when the permission is off.

• ✓ route (the page itself fails to load); the server blocks the underlying URL and the Rundoo error page replaces the content.

• ✓ hidden (a column or field disappears) from a page that otherwise still renders. A specific case of render, called out separately because the surface is only partly affected.

• needs data, not confirmed. Either the gated action only appears behind a record in a particular state (a draft inventory count, an open PO, an unrefunded bill payment, an active cart line), or the control still renders with the permission off and the block only fires once the form is complete. Treat these rows as unconfirmed rather than documented, and check with Support before relying on them.

A few of the clearest before/after pairs are below.

Custom prices, promotions, spiffs. ON (left) vs OFF (right): Add custom price / Import custom prices disappear

Generate, import, deactivate gift cards. ON vs OFF: Generate / Import buttons and pending-card numbers disappear

Manage the cash drawer (ON vs OFF): drawer data, clerk lines, and Close drawer all disappear; the left-nav Cash Drawers item is hidden too

View analytics on web and mobile. ON vs OFF: KPI tiles vanish; Dashboards, Reports, and Rundoo AI items also drop out of the left rail

View selling prices, matched prices, and price-related fields. ON vs OFF: the Tier 1 pricing column physically disappears from the product list; the page falls back to a different default column set

Admin

Company-level settings. Gate Admin to the people who run the store, not the people who staff the counter.

Permission	What it gates	Verified
Access admin to manage pricing tiers, financing terms, financing rates, product categories, and other company-level settings	the POS / Admin top-level toggle disappears from the left rail; navigating to /admin/* renders the generic Rundoo error page (cannot load)	✓ route
Edit staff member permissions	Another staff member's Permissions tab still opens and its checkboxes still look clickable. The block fires when a change is saved, so a checkbox can appear to flip without the change sticking. Not confirmed.	needs data
Access accounting to manage chart of accounts and bank accounts	the Accounting subsection of the admin nav (QuickBooks, Chart of Accounts, Finances, Reporting, Stripe) collapses away; /admin/chart-of-accounts loads but the account list and balances are hidden	✓ render
Create, edit, and delete tags	Add tag and Import tags stay visible on /admin/tags and the Add tag modal still opens. The block fires when you save. Not confirmed.	needs data
Change tax rate at time of sale	The per-line tax-rate edit sits on an active cart line, so it only appears mid-sale. Not confirmed.	needs data
Create, edit, and manage pricing regions	The Pricing tiers card on /admin/customer looks the same with this off, and Add pricing tier still saved, so this may gate pricing regions only rather than tiers. Not confirmed.	needs data

Blocks

Customer, product, and pricing data (the building blocks Rundoo sells against). Big block: 18 permissions, mostly read/write splits on price and cost.

Permission	What it gates	Verified
Edit customer payment and checkout information, like pricing tiers, tax exemptions, and signature requirements	The pricing tier, tax-exemption, and signature-requirement fields still render on the customer Settings page. The block fires when a change is saved. Not confirmed.	needs data
Edit customer financing information, like financing terms and credit limits	The Financing card (Finance term, Credit limit, Finance charge) still renders on the customer Settings page. Edits are blocked at save time. Not confirmed.	needs data
Add and update products	Add product and Import products stay visible on the product list and the create modal opens. The block fires on save. Not confirmed.	needs data
View selling prices, matched prices, and price-related fields	The Tier 1 pricing column disappears from the product list on /pos/products, and the page falls back to a different default set of columns.	✓ hidden
Edit selling prices, matched prices, and price-related fields	Add custom price stays visible on the custom-prices page and the modal opens. The block fires on save. Not confirmed.	needs data
View standard cost, default cost, average cost, and cost fields	Cost columns are hidden by default in the Show/hide picker on /pos/products, so whether this permission also masks them once shown isn't confirmed.	needs data
Edit one-time costs	The one-time cost edit lives on an open receipt line. Not confirmed.	needs data
Edit standard cost and vendor costs	The standard cost edit lives on the product detail page. Not confirmed.	needs data
Adjust stock levels and inventory settings	Stock adjust and Min/Max controls live on the product detail Inventory tab. Not confirmed.	needs data
Create, edit, and manage vendors	Add vendor and the edit-vendor controls stay visible on /pos/vendors and the modal opens. Save sits behind required fields (name, accounting code, vendor type). Not confirmed.	needs data
Create, edit, and manage custom prices, promotions and spiffs	Add custom price and Import custom prices disappear from /pos/products/custom-prices. Existing rows still list, but their actions are gone.	✓ render
Create, edit, and manage promotions and spiffs	Add promotion and Add spiff stay visible and the create modal opens; the block fires on save (not confirmed). Narrower than custom prices, promotions and spiffs, so use it when you want promo authors who can't edit per-customer custom prices.	needs data
Deactivate customers	The Deactivate action disappears from customer Settings.	✓ render
See and edit internal notes on customers	Internal notes live inside a per-transaction detail page rather than on the customer Transactions list, so you need an existing transaction open to see them. Not confirmed.	needs data
Manage job accounts	Add job stays visible on the Jobs page and the modal opens. The block fires on save. Not confirmed.	needs data
Generate, import, and deactivate gift cards	Generate gift cards, Import gift cards, and the pending-card numbers all disappear from /pos/products/giftcards.	✓ render
Sell gift cards at a different price than the balance	The price-override field sits on a gift-card line in an active cart. Not confirmed.	needs data
Edit product unit of measure settings	The UOM editor lives on the product detail Settings tab. Not confirmed.	needs data

Customer Management

One permission, isolated because it crosses customer + sales-rep wiring.

Permission	What it gates	Verified
Assign and change the sales representative for a customer	The Sales representative field still renders on the customer Relationship tab. The block fires when a new selection is saved. Not confirmed.	needs data

Inventory

The operational moves that change what's in stock (counts, POs, receiving, transfers).

Permission	What it gates	Verified
Create inventory counts	The Start new inventory action disappears from the counts page.	✓ render
Accept inventory counts	Accept only appears on a draft count's detail page, so it needs a draft count to see. Not confirmed.	needs data
Submit orders to vendors	The New PO action disappears from /pos/purchase-orders, and existing draft POs can't be submitted.	✓ render
Receive orders from vendors	The Receive flow lives inside an outstanding PO, so it needs one open to see. Not confirmed.	needs data
Voucher invoices and mark invoices as paid	Voucher and Mark as paid sit on the vendor invoice / bills page. Not confirmed.	needs data
Manage transfers	The Transfers item disappears from the left nav, and /pos/transfers loses its Drafts / Sent / Received tab counts.	✓ render

Point of Sale

What a staff member can do at the register. The most cashier-relevant section.

Permission	What it gates	Verified
Accept and edit unlinked returns	Return-without-receipt sits inside the POS cart's Return mode, reachable only with the cart switched into a Return state. Not confirmed.	needs data
Accept and edit returns	The linked-return flow (find the original sale, then return) needs an originating sale found in the cart first. Not confirmed.	needs data
Edit product prices and costs at the time of sale and return	The Edit price control sits on an active cart line. Not confirmed.	needs data
Accept payments on account	The Receivables payment page renders the same with this off. The Charge action only appears once a customer account is attached and has outstanding lines. Not confirmed.	needs data
Refund payments on account	The refund action is only available on an existing payment record. Not confirmed.	needs data
Write off account balances	Write off sits on a write-off-eligible balance entry on the customer Balance page, so it needs a balance in that state to see. Not confirmed.	needs data
Manage the cash drawer	The Cash Drawers item disappears from the left nav, and the cash-management surface stops showing the day's drawer data, clerk lines, and the Close drawer action.	✓ render
Void and edit completed sales	Void and Edit only appear on a completed sale's detail page. Not confirmed.	needs data
Void and edit bill payments	The void action lives on a posted payment's detail page. Not confirmed.	needs data
Edit unit of measure at time of sale	The per-line UOM selector sits on an active cart line. Not confirmed.	needs data
Edit designated clerk on a sale	The Designated clerk picker sits on a completed sale's detail page, and the block fires when you click. Not confirmed.	needs data

Reporting

Dashboards, reports, and Rundoo AI (gated as one bundle).

Permission	What it gates	Verified
View analytics on web and mobile	Dashboards, Reports, and Rundoo AI disappear from the left nav, and the analytics summary stops showing KPIs, switching to a permissions-blocked state.	✓ render

Setting a baseline

Three common shapes hold up across most stores:

• Admin / owner. Everything on. Manages staff, sets prices, closes month-end.

• Manager (most Point of Sale, Inventory, and Blocks, plus Reporting. Usually no Admin section (or a thin slice, Tags, Change tax rate at time of sale)).

• Cashier (minimum to ring sales). No price overrides, no voids, no cost visibility, no Admin.

The fastest way to set one of these is to start from the staff member's existing fraction, click Disable all at the top, then Enable section on each section the role needs, picking individual exceptions as you go.

Recommended Rundocs

• Staff (adding, editing, and deactivating staff members). Permissions sit inside this flow.

• POS security (the second gate on top of permissions): voids, price overrides, refund-to-card, and below-cost sales can require a manager's PIN or Login key at the register.

• Sign-in (the staff sign-in flow that the permissions then gate).