Built-in roles
Qorelly comes with roles that cover the most common setups:| Role | What they can do |
|---|---|
| Owner | Full access to absolutely everything. This is whoever created the business. |
| Manager | Runs the day-to-day. Can manage orders, team, inventory, and most settings. |
| Cashier | Focused on the POS. Can take orders and handle payments. |
| Waiter | Can see and create orders, and manage table assignments. |
| Chef | Can see incoming orders and mark them as prepared or ready. |
These role names change based on your business type. Spas get “Therapist” and “Stylist”, pharmacies get “Pharmacist”, and so on so the language always makes sense for your business.
What each permission controls
Permissions are organized by area. For each area, you can decide what a role is allowed to do:Dashboard
- View See the overview and daily numbers
Menu
- View Browse items and categories
- Edit Add and change items
- Delete Remove items
POS
- View See orders and their details
- Create Take new orders
- Edit Make changes to existing orders
Inventory
- View See stock levels and history
- Edit Adjust stock, manage suppliers, and handle purchase orders
Bookings
- View See the calendar and bookings
- Create Make new bookings
- Edit Change booking details
- Cancel Cancel bookings
Customers
- View Browse customer profiles
- Edit Update customer information
- Delete Remove customer records
Reports
- View See reports and analytics
- Export Download report data
Settings
- View Look at business settings
- Edit Make changes to settings
Team
- View See the team list
- Invite Bring new people on board
- Manage Change roles, disable, or remove team members
Creating your own roles
If the built-in roles don’t quite fit, create your own:Create a new role
Click Create Role and give it a name that makes sense (like “Shift Lead” or “Front Desk”).
Pick the permissions
Go through each area and turn on only what this role needs. Less is more it’s easier to add permissions later than to deal with someone changing things they shouldn’t.
How it works in practice
Permissions affect two things:- What people see If someone doesn’t have permission to view a section, it simply doesn’t show up in their menu. They won’t even know it’s there.
- What people can do If someone can view orders but not create them, the “New Order” button won’t appear for them.
Good practices
- Keep it simple Start with the built-in roles. Only create custom ones when you actually need them.
- Give the minimum needed It’s better to start with less access and add more if needed.
- Check in regularly As roles change in your business, make sure permissions still match.
- Test it yourself After setting up a new role, try logging in as that team member to see what the experience feels like.