Roles & permissions

Decide exactly what each role can see and do, module by module.

Not everyone should see payroll. Roles give each team member exactly the access their job needs — nothing more.

Step 1 — Open Roles

In the sidebar, expand Staff and open Roles. Nkapio ships with sensible defaults — Owner, Manager, Front Desk, Service Provider, Accountant — and you can create your own.

The roles list

Step 2 — Review a role’s permissions

Click a role to see its permission grid, module by module — what it can read, create, update or delete. Use Edit to adjust, or Reset to default to restore the shipped configuration.

A role's permission detail

Step 3 — Assign roles to people

Each employee gets a role on their record. Change the role and their access updates immediately — no sign-out needed.

Tip: create a custom role for trainees: booking and POS access, nothing in Finance or HR.

What’s next