> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qtap.qa/llms.txt
> Use this file to discover all available pages before exploring further.

# Roles and Permissions

> What the owner, manager, and staff roles can access, and how to set custom permissions for individual staff members.

Every staff member in Qtap has a role that controls which parts of the dashboard they can access. There are three built-in roles: **owner**, **manager**, and **staff**. You can also override the defaults with custom permissions for any individual.

## Built-in Roles

**Owner** has full access to everything — members, loyalty cards, QR codes, campaigns, analytics, staff management, billing, and settings. There is one owner per organization and the role cannot be changed or removed.

**Manager** can do most things except access billing and settings. Managers can view and edit members, issue stamps and points, create and edit stamp cards and points programs, generate QR codes, run campaigns, view analytics, and send notifications.

**Staff** has a more limited set of defaults. Staff can view members, issue stamps and points, process redemptions, view QR codes, and view analytics. They cannot create or edit loyalty cards, generate QR codes, manage campaigns, or access staff management.

<Frame caption="The Staff page lists each teammate with their role. The Role Permissions card at the bottom summarizes what each role can do.">
  <img src="https://mintcdn.com/qtap/GZE0gnivegW6qQUq/images/merchants/staff/roles-permissions-01-staff-list.png?fit=max&auto=format&n=GZE0gnivegW6qQUq&q=85&s=4c59e71918cff4d87398613a32de97f6" alt="Staff list showing team members with Owner, Manager, and Staff role badges" width="1440" height="900" data-path="images/merchants/staff/roles-permissions-01-staff-list.png" />
</Frame>

## Custom Permissions

If the built-in roles do not fit a staff member's actual responsibilities, you can override their permissions individually.

<Steps>
  <Step title="Open the staff list">
    Go to **Staff** in the sidebar.
  </Step>

  <Step title="Open the permissions dialog">
    Click the menu icon on the staff member's row and select **Edit permissions**.

    <Frame caption="Each teammate's row menu: edit their permissions, or remove their access.">
      <img src="https://mintcdn.com/qtap/GZE0gnivegW6qQUq/images/merchants/staff/roles-permissions-02-row-menu.png?fit=max&auto=format&n=GZE0gnivegW6qQUq&q=85&s=46bf60dc501849e8e028fa977474a3c0" alt="Staff row menu showing Edit Permissions and Remove" width="188" height="98" data-path="images/merchants/staff/roles-permissions-02-row-menu.png" />
    </Frame>
  </Step>

  <Step title="Enable custom permissions">
    Toggle on **Use custom permissions**. This unlocks a checklist organized into six categories: Members, Loyalty, Cards & Programs, QR & NFC, Analytics, and Notifications.

    <Frame caption="With Use Custom Permissions turned on, the role defaults become an editable checklist across six categories.">
      <img src="https://mintcdn.com/qtap/GZE0gnivegW6qQUq/images/merchants/staff/roles-permissions-03-permissions.png?fit=max&auto=format&n=GZE0gnivegW6qQUq&q=85&s=0d5739107f2387e8710a98c854f9dbe1" alt="Edit Permissions dialog with the Use Custom Permissions toggle and permission categories" width="692" height="830" data-path="images/merchants/staff/roles-permissions-03-permissions.png" />
    </Frame>
  </Step>

  <Step title="Select what they can do">
    Check or uncheck individual permissions. Each item shows a short description of what it covers.
  </Step>

  <Step title="Restrict by location (optional)">
    On the **Locations** tab in the same dialog, you can limit the staff member to specific locations. By default, staff can act on members from any location.

    <Frame caption="The Locations tab. Turn off Access to All Locations to assign a teammate to specific locations.">
      <img src="https://mintcdn.com/qtap/GZE0gnivegW6qQUq/images/merchants/staff/roles-permissions-04-locations.png?fit=max&auto=format&n=GZE0gnivegW6qQUq&q=85&s=3c60dda0652e2b6bede5f043153e19f4" alt="Locations tab of the Edit Permissions dialog showing the Access to All Locations toggle and location list" width="692" height="638" data-path="images/merchants/staff/roles-permissions-04-locations.png" />
    </Frame>
  </Step>

  <Step title="Save">
    Click **Save changes**. The new permissions apply immediately.
  </Step>
</Steps>

<Note>
  If you change a staff member's role (for example, from staff to manager), their permissions reset to the defaults for the new role unless custom permissions are enabled.
</Note>

<Warning>
  Only owners can edit staff roles and permissions. Managers cannot change permissions for other staff members.
</Warning>

## Resending an Invitation

If a staff member did not receive or lost their invitation email, find them in the Staff table, click the menu icon on their row, and select **Resend invite**. They will receive a new invitation to the email address you originally entered.

<CardGroup cols={2}>
  <Card title="Staff Overview" href="/merchants/staff/overview">
    Inviting staff and managing the team list
  </Card>

  <Card title="Activity Logs" href="/merchants/staff/activity-logs">
    See a record of every action staff members have taken
  </Card>
</CardGroup>
