Roles & Permissions

Every user in CustomerManager belongs to a customer (your account within the tenant warehouse) and holds a role that controls which screens and actions are available.

What Determines Access

• Your role (assigned by an administrator in Maintenance → Users) determines whether you can add/edit clients, price packages, manage other users, and similar actions. Roles range from Staff up through Supervisor, Manager, and Owner, each unlocking more restricted actions — for example, opening or closing an Inventory Session requires Manager or Owner, and cancelling an invoice requires Owner (see Invoicing & Payments).
• Some features may not be enabled for every customer account. If a feature you expect to have isn't visible, contact your tenant administrator to confirm whether it's been turned on for your account.

Typical Restrictions

• Only users with the appropriate role can reach Maintenance → Users to add, edit, or change the password of other users.
• Some features (such as Invoicing, Inventory, Pricing, or Client Registrations) may show a "Coming Soon" placeholder page if the feature has not yet been enabled for your customer.
• Package pricing and content edits are locked after a package has been picked up by the client or is actively being delivered — this applies regardless of role, and is described further in Pricing Overview.

I can't see a feature I expect to have

Contact your tenant administrator to confirm whether the feature has been enabled for your customer account.

I don't have permission to do something

Contact your supervisor or tenant administrator — they can adjust your role or enable the relevant feature.