Roles
The five roles in Kapda Stock — Owner, Admin, Manager, Salesman and Cashier — what each can see and do, how they appear on the Team page, and which to give to whom.
Every member of your business has one role. It sets the most they can ever do; a module access matrix can narrow that further, section by section.
The roles#
| Role | Code | On the Team page | Can |
|---|---|---|---|
| Owner | SUPER_ADMIN | Owner | Everything. The person who signed up. Cannot be edited, restricted or removed by anyone. |
| Admin | ADMIN | Full access | Everything, including Team & Access, Settings, deleting records and closing the books. |
| Manager | MANAGER | Read & write | Day-to-day work in every section — POS, invoices, stock, purchases, reports, finance entries — but only view Team & Access and Settings. |
| Salesman | SALESMAN | Read only | View records. Cannot create or change anything. |
| Cashier | CASHIER | Read only | View records. Cannot create or change anything. |
What needs which role#
| Action | Minimum role |
|---|---|
| View dashboard, inventory, customers, invoices, quotations, sales orders | Salesman / Cashier |
| POS, suppliers & POs, job work, reports, finance, offers, employees, WhatsApp, AI calls, GST & compliance | Manager |
| Create or change any business record | Manager |
| Delete products, customers, suppliers, expenses | Admin |
| Restore or permanently delete from the Recycle bin | Admin |
| Override a customer's credit limit at POS | Admin |
| Close a day, month or financial year; accounts, transfers, drawings, reserves | Admin |
| Team & Access, Settings, WhatsApp / Razorpay / AI calling credentials | Admin |
| Subscription and billing | Everyone can open Billing |
A section above a member's role is removed from their menu, and opening it by URL shows Access restricted — This section is limited to a higher role. Ask an administrator if you need access.
Choosing roles#
- Yourself — you are the Owner. Turn on two-factor authentication.
- A partner or trusted accountant — Admin (Full access).
- Shop manager, senior salesperson, cashier who bills — Manager (Read & write), narrowed with the matrix if needed.
- A helper who only checks stock or prices — Read only.
Every active member counts towards your plan's user limit — 3 on Growth, 5 on Professional.
Related#
Last updated 15/09/2026