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Most teams need two kinds of access: the person at the register who serves customers and stamps cards, and the shift lead who runs the floor when you are away. Qtap’s two invite roles, Staff and Manager, cover both with no extra setup. Throughout this page, the Cashier setup means the Staff role, since that is the job it fits.
Staff page with the Invite Staff button and the Role Permissions summary card

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The cashier setup

Use the Staff role for anyone working the counter. It is the default when you invite someone, so you can leave the Role field as it is.
Invite Team Member form with the Role field set to Staff
A cashier can look up a member, issue stamps, award points, and redeem rewards. That covers every job at the register. They cannot open Analytics, create or edit cards and programs, run campaigns, generate QR codes, or reach Settings and Billing. If you run more than one branch, restrict a cashier to the branch they work at. The Locations tab on their permissions handles this, covered below.

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The manager setup

Use the Manager role for an assistant manager or shift lead who keeps the day running. Open the Role list to see the difference between the two roles spelled out.
Role dropdown showing the Manager and Staff options with their descriptions
A manager can do everything a cashier can, plus manage members, create and edit stamp cards and points programs, run campaigns, generate QR codes, send notifications, and view full analytics. They can open the Staff page and see the team, but only you, the owner, can invite, edit, or remove staff. Managers cannot reach Settings or Billing, and Qtap assigns them to all locations when you invite them.

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What each role can do

TaskCashier (Staff)ManagerOwner
Look up membersYesYesYes
Issue stamps and award pointsYesYesYes
Redeem rewardsYesYesYes
Create and edit cards and programsNoYesYes
Generate QR codesNoYesYes
Run campaigns and send notificationsNoYesYes
View analyticsNoYesYes
Manage the teamNoNoYes
Billing and settingsNoNoYes

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When the defaults don’t fit

If a teammate needs a different mix, override their permissions one at a time.
1

Open the staff member's menu

On the Staff page, click the menu icon at the end of their row, then choose Edit Permissions.
2

Turn on custom permissions

Switch on Use Custom Permissions. The checklist below it unlocks, grouped into Members, Loyalty, Cards & Programs, QR & NFC, Analytics, and Notifications.
3

Pick what they can do

Check or uncheck each item. For a senior cashier, start from the Staff role and add Send notifications so they can message members.
4

Save

Click Save Changes. The new access applies the next time they load the dashboard.
Edit Permissions dialog with the Use Custom Permissions toggle and the grouped permission checklist
To limit where someone works, open the Locations tab in the same dialog, turn off Access to All Locations, then check the branches they cover.
Locations tab of the Edit Permissions dialog with branch checkboxes
Changing someone’s role resets their access to that role’s defaults, unless Use Custom Permissions is on. Set custom permissions after you pick the role, not before.
Only the owner can invite, edit, or remove staff. Managers see the team list but cannot change it.

Roles and Permissions

The full reference for every role and permission.

Staff Overview

Inviting teammates and managing the team list.