Team roles and access

Team roles and access: each person sees only what their job needs.

Give every staff member their own login. Tick what their role can see, add, edit and delete, pick the branches it covers, and see a log of who did what.

Free plan. No credit card needed.

CashierRole
AreaSeeAddEditDelete
OrdersTake, change and track orders
ProductsPrices, photos, sizes
Customer list
Sales and revenue
BranchesThis role works only in the branches you pick
High Street, Market Road
→
Staff & rolesPeople
SarahOwner
Active
BenBranch manager · 2 branches
Active
LauraCashier · High Street
Active
TomPacker
Pending

What are team roles and access?

A role is a set of things a person can do in your store admin, such as a Cashier who takes orders but cannot see sales. You make the role once and invite people into it.

Role and branch access are set separately, so a Branch manager can run one outlet and not another. Every action is logged, so there are no shared logins and no guessing.

ActivityStaff & roles
Laura changed the price of HalloumiToday, 10:42 · Android
Ben cancelled order 10471Today, 09:15 · Web
Sarah invited Tom as PackerYesterday, 18:03 · Web
Export CSV

What you can do

Control who does what, without sharing your own login.

1
Your own rolesMake roles like Cashier or Store manager and name them yourself.
2
See, add, edit, deleteTick each of the four for every area: orders, products, stock, customers, offers and more.
3
Extra permissionsSeparate ticks for things like approving sign-ups, sending messages, running deliveries or buying add-ons.
4
Branch by branchLimit a role to the branches you pick. Role and branch access are set separately.
5
Invite by phoneAdd a name and phone number, email optional. Riders and packers get the app link in the invite.
6
Block, unblock, removeStop someone logging in at once, let them back, or remove them from the store.
7
Activity logWhen, what happened and on which device, for every person. Search it and export CSV.
8
Counter and restaurant tooRoles cover Bills & Books (bills, purchases, stock, reports) and tables, KOT and the kitchen screen.

How team roles work

From making a role to reading the activity log.

1

Make a role

Give it a name, such as Cashier, and tick what it can do in each area. You can only give access you have yourself.

New roleRole name
Cashier
OrdersSee, add, edit
Sales and revenueOff
2

Pick its branches

Choose all branches or only some. The role can do these things only in the branches you pick.

Branches for OrdersCashier
High StreetMarket RoadBeach Road
Use these branches
3

Invite the person

Add their name and phone number and choose the role. They log in with their own account.

Invite someoneWhat will they do?
Laura+44 7700 900234
RoleCashier
Send invite
4

See what happens

Activity shows what each person did, when and on which device. Block someone in one tap if needed.

ActivityToday
Laura edited order 1048210:42
Ben added a product09:58

What your staff see, and what you set

The same admin, cut down to each person’s job.

What a staff member sees

Only the screens their role allows. A cashier opens orders and the counter, and Insights tells them to ask the owner for access.

Ordrio
OrdersHigh Street
12 new
CounterBills & Books
Open
InsightsYour role can’t see sales numbers

What you set

Roles, people and branches in one place, with a clear limit from your plan.

RolesStaff & roles
Branch managerBuilt in
2 people
CashierOrders, counter
3 people
PackerAccept, pack and deliver
2 people
Add role

What you can set

Every control in Staff & roles.

SettingWhat it doesOptions
Role nameWhat the role is called in your store.Your own words, such as Cashier.
Area accessWhat the role can do in each part of Ordrio.See, add, edit, delete, per area.
AreasThe parts you can control.Orders, delivery, packing, products, stock, customers, offers, sales, subscriptions, design, settings, add-ons and more.
Extra permissionsActions beyond see, add, edit, delete.Approve sign-ups, send messages, run deliveries, manage people and roles, buy plans, turn add-ons on or off.
Bills & Books accessCounter and books areas.Bills, payments, purchases, suppliers, stock, accounts, reports, with approve and export ticks.
Restaurant accessTables, KOT and the kitchen.Take table orders, split bills, reopen a printed bill, use the kitchen screen, accept QR orders.
BranchesWhere a role can act.All branches, or the branches you pick.
PersonWho is invited.Name and phone number, email optional, role and branches.
App link in the inviteFor riders and packers.Your store’s delivery app, or a custom link.
Person statusControl a login at any time.Active, pending, blocked. Block, unblock or remove.
Role statusPause a role without deleting it.Turn off role, turn on role, delete role.
ActivityA record of what people did.When, what happened, device. Search and export CSV.

How stores use it

Three everyday cases, with made-up names.

Grocery

Sarah keeps the cashier off the sales numbers

Sarah makes a Cashier role that can see, add and edit orders but has no sales access. Laura bills all day and never sees the month’s takings.

RoleCashier
OrdersSee, add, edit
Sales and revenueOff
Restaurant

Ben runs two of three outlets

Ben is Branch manager for High Street and Market Road. He sees orders and stock for those two only. Beach Road stays with its own manager.

Branches2 of 3
RoleBranch manager
Shared loginNone
Milk and dairy

Tom joins as a packer in a minute

The owner invites Tom by phone as a Packer. The invite has the delivery app link, and Tom signs in with his email to accept and pack orders.

RolePacker
Can doAccept, pack, deliver
AppFrom the invite link

Edge cases and limits

What happens at the edges of access and plan limits.

What happens when my plan’s seats are full?The invite says seats are full on your plan, with an option to upgrade. Free has 2 staff accounts, Launch 3, Grow 5, Scale 15 and Max 40.
Can a manager give more access than they have?No. You can only give access you have yourself. Roles beyond yours are not listed.
Can the store owner be changed or blocked?No. The store owner cannot be changed, and you cannot change your own access.
Can I edit a built-in role?You can change the branches it covers. Its name and what it can do stay fixed.
How many Branch manager roles can I have?One per store. Everyone with it shares the same branch list, so make your own role for a different set.
What happens when I block someone?They cannot log in until you unblock them. Unblocked, they log in again with their role.
Team roles are on every plan. Staff accounts depend on your plan. See pricing

Team roles questions, answered

Yes. Invite each person by phone number, with email optional. No shared logins.

Yes. Name the role and tick what it can see, add, edit and delete in each area.

Yes. Give the role orders access and leave sales and revenue off.

Yes. Role and branch access are set separately, so a role can work only in the branches you pick.

Yes. Activity shows when, what happened and the device, for every person, and you can export it as CSV.

It depends on your plan: Free 2, Launch 3, Grow 5, Scale 15 and Max 40. See pricing.

Yes. Roles cover Bills & Books and restaurant work such as tables, KOT, split bills and the kitchen screen.

The invite includes the app link. They install it and sign in with their email.

Block them so they cannot log in, or remove them from the store.

Yes. Each role opens only the parts you tick, on the web and in the Ordrio app.

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