Introduction to Access Control

In this article

Control who can access your EasyBiz account and what they're allowed to do. As your team grows, you'll need different people to handle different parts of your business — from taking orders at the counter to managing reports in the back office. Team & Permissions lets you create separate login accounts for each team member and control exactly what they can see and do, so everyone has the right level of access for their role.

Contents

Why Set Up Access Control?

As your business grows, more people need access to your system — your store manager, cashier, driver, production staff, and so on. But not everyone should have access to everything.

For example:

Your cashier needs to take orders and collect payments, but doesn't need to see your sales reports or change your pricing.
Your driver only needs to see delivery tasks, not your full customer list.
Your store manager might need access to reports and settings, but shouldn't be able to change your billing plan.

Team & Permissions lets you set this up so each person gets exactly the right level of access — no more, no less.

How It Works

EasyBiz uses a Teammates system. Each teammate is a separate login account under your main account. You control what each teammate can see and do by setting their permissions.

The Four Types of Permissions

There are four types of permissions you can set for each teammate:

- System Access

Controls which apps and features the teammate can open — for example, POS, Order Management, or Logistics.

- Data Access

Controls what kind of data they can view or export — for example, orders, customer info, or sales figures.

- Action Control

Controls what actions they're allowed to perform — for example, applying discounts, cancelling orders, or editing prices.

- Admin Access

Controls whether they can access admin settings like pricing, templates, reports, billing, and teammates management.

💡 Tip:

Think of it like giving someone a key to your store:

System Access decides which rooms they can enter
Data Access decides what files they can read
Action Control decides what buttons they can press
Admin Access decides whether they can change the store's rules.

Who Has Full Access?

Your main account — the one used to first set up your EasyBiz subscription — has full access to everything by default. This cannot be changed.

All other accounts (teammates) start with no access and need to be set up with the right permissions.

Note:

If you're not sure which account is the main account, it's the one that was used to create your EasyBiz subscription. Only the main account (or a teammate with "Manage Teammates" permission) can add and manage other teammates.

What's Next?

Choose the guide you need:

[Adding & Managing Teammates] → Learn how to add new team members, edit their details, reset passwords, and remove accounts.
[Setting Up Permissions] → A detailed guide on configuring exactly what each teammate can see and do.

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Up next

Adding & Managing Teammates

Step-by-step guide to adding new team members, editing their details, resetting passwords, and removing accounts.