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Role: Cashier (custom role in IZI)

Published: · Updated: (12 days ago)· IZI Team

IZI has exactly one built-in staff role — Administrator. Cashier is not a built-in role. It is an example of a custom role: you create it yourself in Settings, name it whatever you like, and choose exactly the permissions your front-desk staff need. This page shows how to do that and gives you a concrete recommended permission set to start from.

  1. Go to Settings → Staff → Roles and click Create role.
  2. Enter a name — for example, Cashier.
  3. Select the permissions from the table in the next section.
  4. Click Save.
  5. Assign the role: open a staff member’s card in Settings → Staff, or choose the role when sending an invitation.

For a full walkthrough of role configuration see How to configure a role in IZI.

The table below is a typical starting point for a front-desk cashier — someone who serves guests and runs the till but does not manage club configuration or view business analytics. Adjust it to fit your club.

GroupPermission codesWhat it enables
Sessions & devicesSESSION_CREATE, SESSION_READ, SESSION_EDIT, DEVICE_READ, DEVICE_COMMAND, DEVICE_HOLD_READStart, view, and edit sessions; see PC status and send device commands; view holds
ClientsCLUB_PLAYER_CREATE, CLUB_PLAYER_READ, CLUB_PLAYER_EDITRegister new clients, look up by phone or name, edit the client card
Selling time & productsTARIFF_READ, COMBO_READ, PRODUCT_READ, DISCOUNT_APPLYBrowse tariffs, combos, and bar items; apply discounts
Balance & paymentsTOP_UP, CHARGE, CREDIT_GAMING_BALANCE, DEBIT_GAMING_BALANCE, OPERATION_PAYMENT_CREATE, TRANSACTION_READTop up and charge client balance; create payment operations; read transactions
Bar ordersORDER_CREATE, ORDER_READ, ORDER_PAY, MANAGE_BAR_ORDERSCreate, view, and close bar orders
Cash shiftCASH_SHIFT_OPEN, CASH_SHIFT_CLOSE, CASH_SHIFT_READ, CASHBOX_READOpen and close a shift; read shift totals and current cash balance

The permissions below are deliberately excluded from the recommended cashier set.

Financial controlsREFUND, WITHDRAW, ENCASHMENT, TRANSFER_CASH_IN, TRANSFER_CASH_OUT: withdrawing and returning money requires a second level of approval. Keep these with a manager or the Owner.

ConfigurationTARIFF_CREATE, TARIFF_EDIT, PRODUCT_CREATE, PRODUCT_EDIT, DEVICE_CREATE, DEVICE_EDIT, DEVICE_DELETE: changing club settings is not a front-desk job. An accidental tariff edit or device deletion can disrupt the entire floor.

Analytics — all ANALYTICS_*_READ permissions: revenue figures, ARPU, and period comparisons are management-level data, not something a cashier needs during a shift.

Org-level permissions — anything in OrgPermissions (organization settings, billing, multi-club configuration): a cashier operates within one club. Organization-level access is the domain of the Owner or a dedicated management role.

  • Staff needs to view analytics and period reports → create a separate custom role with ANALYTICS_*_READ (e.g. “Manager”).
  • Staff configures tariffs, promotions, or zones → add the relevant permissions to their role, or assign the built-in Administrator role.
  • Staff manages employees and roles across the organization → this belongs to the Owner or a custom role with OrgPermissions.

Full guide to building custom roles → How to configure a role in IZI and Roles overview in IZI settings.

Frequently asked questions

Is Cashier a built-in role in IZI?

No. IZI has one built-in staff role — Administrator. Cashier is an example of a custom role you create yourself: go to Settings → Staff → Roles, give it a name, and pick the permissions that fit your front-desk staff.

Can a Cashier change a tariff price mid-session?

No. The recommended permission set includes TARIFF_READ (see tariffs) but not TARIFF_EDIT. A cashier selects a tariff and starts a session but cannot change prices — that stays with an Administrator or the Owner.

Can a Cashier process a refund?

Not in the recommended set. REFUND is deliberately excluded: returning money requires a second level of financial oversight and should belong to a manager or owner. If you want cashiers to handle refunds, add the REFUND permission to their role in Settings → Roles.

Can a Cashier see club analytics or reports?

No. ANALYTICS_*_READ permissions are not included in the recommended cashier set — that is business-level data. A cashier sees only their own shift: current cash balance and sales within the open shift.

How many custom roles can I create?

There is no limit on the number of custom roles. Create as many as your staffing structure needs — morning cashier, senior cashier, floor manager — each with a different permission set.

What happens if I delete the Cashier role while it is assigned to someone?

IZI will block the deletion with a RoleInUse error. First reassign or remove the role from all staff members, then delete it.