Roles & permissions

Tranzo POS has three roles: owner, manager, and cashier. Each is designed for a real-world responsibility level — from "owns the company" down to "runs the till".

Owner

Full access to everything. The first user to sign up for the company is automatically the owner. There can be multiple owners (useful for partnerships).

Owner-only actions:

• Subscription and billing — upgrade/downgrade plans, see invoices
• Company settings — legal name, KRA PIN, address, currency
• Add or delete shops
• Promote/demote other staff to manager or owner
• Delete or deactivate any staff account

Manager

Day-to-day operations. Can do almost everything except billing and company-level settings.

Manager actions:

• POS, sales, refunds, voids
• Inventory — add, edit, delete products and categories
• Stock adjustments and transfers
• Purchase orders to suppliers
• Customer CRM — view, edit, broadcast, export
• All reports for their shop
• Shift management — see all cashiers' shifts in their shop
• Hire/edit/deactivate cashiers (but not other managers)
• Set up integrations — eTIMS, Pesapal

Manager cannot:

• Change the subscription plan
• Change company-level settings (legal name, KRA PIN)
• Add new shops (multi-shop plans)
• Promote anyone, including themselves

Cashier

The till operator. Designed for high-trust day-to-day work without exposing sensitive business data.

Cashier actions:

• Open and close their own shift
• Ring up sales at POS
• Look up customers by phone, quick-create new customers
• View their own sales history
• View the dashboard (cashier view — own shift, own sales, no business-wide metrics)
• Adjust their own profile (name, password)

Cashier cannot:

• See other cashiers' sales or shifts
• See cost prices or profit margins (hidden in the API)
• Access the customer list, reports, settings, billing, staff, suppliers, purchases, transfers
• Add/edit/delete products
• Approve their own voids or refunds (manager password required)

The cashier dashboard

When a cashier logs in and lands on the dashboard, they see a focused view:

• Current shift status (started X hours ago, opening float was Y)
• Today's count of sales rang up by them
• Today's KES total they rang up
• Last 5 sales (theirs only) with quick links to receipts
• Quick links to POS and Sales

No revenue totals, no top products, no peak hours, no compliance numbers. That data is for managers and owners.

Changing someone's role

Drawer → Staff → tap a user → change role. Save. Effective immediately.

Owners can promote a manager to owner (rare). Managers can hire cashiers but cannot promote to manager.

Multi-tenancy

Every user belongs to exactly one company. Roles are per-company. If you operate two separate businesses, you need two Tranzo accounts (or one Enterprise plan with multiple shops, depending on your setup — talk to us).

Tips

• Don't share owner credentials with managers — promote them to owner instead if they need that level of access
• Don't let cashiers share login credentials — shifts attribution becomes useless
• Review staff list quarterly and deactivate accounts of people who've left
• If you're worried about a specific staff member, check their shift variances before reviewing the rest of their data