How to Assign Roles to Staff

Overview

This guide covers How to Assign Roles to Staff in Chively using a consistent, support-friendly workflow.

Before you begin

• Confirm you can access the Chively Management Page or POS as needed.
• Make sure your account has permission to change these settings.
• Keep a test order, test payment, or test user available for validation.

Steps

1. Go to the System Settings\Role Management page.
2. To view the list of employees in each role, simply select the role you want to view.
3. To assign a role to an employee: Select the role in the Role Name column, click Select, and highlight the employee whose role you want to add. Then, click Select again.
4. Select the role you want to customize permissions for and click Edit.
5. For example: Remove the right to Open / Close a Shift on the Cashier role.
6. You have now successfully added and edited roles and permissions in the Chively software!

[!NOTE] Add screenshots for each major step before publishing.

Verification

• Confirm the change is visible in the expected Chively screen.
• Run a quick real-world test to ensure behavior is correct.
• If results are unexpected, double-check permissions and device/network status.

Need help?

Contact Chively Support at +1 (800) 439-8229 or support@chively.com.