Understanding Roles and Permissions

How Roles Work in Fixmo

Fixmo uses role-based access control to ensure every team member sees only what they need. Each user is assigned one of four roles when they are invited to the shop. Roles determine which pages appear in the sidebar, what data can be viewed or modified, and which actions are available.

• Admin — Full control over the entire system
• Manager — Branch-level management and daily operations
• Technician — Repair-focused, limited to assigned work
• Cashier — Payment collection and point-of-sale transactions

Admin Role — Full System Access

The Admin is the shop owner and has unrestricted access to every feature in Fixmo. There is one Admin account per shop, created automatically during registration. Admins can view and manage data across all branches.

• Full access to all settings: shop, billing, email, payment methods, repairs, services, inventory
• Manage all branches, team members, and invitations
• Create, edit, and delete repairs, sales, customers, and inventory
• Access invoicing, finance, reports, and supplier management
• Void sales, process refunds, and delete records
• View and manage subscription billing and plan upgrades

Manager Role — Branch Operations

Managers handle the day-to-day operations of their assigned branch. They can create and manage repairs, sales, and customers, but cannot access shop-wide settings or billing.

• Create and manage repairs, sales, and customers for their branch
• Full inventory access: add, edit, restock, and delete items
• Create and send invoices, quotations, and documents
• Process refunds on sales
• View branch-level reports and financial data
• Cannot access: shop settings, billing, or other branches' data

Technician Role — Repair Focused

Technicians see a simplified interface focused entirely on their repair work. They can update the status and details of repairs assigned to them, but cannot create new repairs or access financial information.

• View and update repairs assigned to them
• Advance repair status through the workflow (Received to Diagnosing to Repairing, etc.)
• Add parts and services to their assigned repairs
• Read-only access to inventory (can browse items but cannot add, edit, or restock)
• Cannot access: sales, customers, invoicing, finance, reports, or settings

Cashier Role — Payments and Sales

Cashiers handle front-desk payment collection and point-of-sale transactions. They have read-only access to active repairs and can trigger delivery when a repair is ready for customer pickup.

• View active repairs in their branch (read-only — cannot modify repair details)
• Deliver repairs: when a repair reaches 'Ready' status, the Deliver button becomes available
• Accept payments on repairs during the delivery process
• Create new sales and view their own sales history
• Browse inventory (read-only — cannot add, edit, delete, or restock)
• Print receipts and repair summaries
• Cannot access: invoicing, reports, settings, or services

Quick Permissions Comparison

Use this reference to compare what each role can access across the main features in Fixmo.

• Dashboard: All roles (revenue cards are hidden for Technician only)
• Repairs: Admin and Manager (full access), Technician (assigned repairs only), Cashier (read-only active repairs)
• Sales: Admin, Manager, and Cashier (Cashier sees own sales only)
• Customers: Admin, Manager, and Cashier
• Inventory: All roles (Technician and Cashier have read-only access)
• Invoicing: Admin and Manager only
• Finance: Admin, Manager, and Cashier
• Reports: Admin and Manager only
• Team: Admin and Manager
• Settings: Admin only

How to Invite Team Members

Admins can invite new team members from the Team page. Each invitation specifies a role and branch assignment. The number of team members you can invite depends on your plan.

1. 1Go to the Team page from the sidebar.
2. 2Click 'Invite Member' in the top right corner.
3. 3Enter the team member's email address.
4. 4Select their role: Manager, Technician, or Cashier.
5. 5Assign them to a branch.
6. 6Click 'Send Invite'. They will receive an email with a link to create their password and join your shop.