FixedFixed: an invoice would not take payment again after a payment was deleted

Understanding Roles and Permissions

4 min read

Published April 8, 2026

Updated May 24, 2026

How Roles Work

Fixmo uses role-based access control. Each user has one role, Admin, Manager, Technician, or Cashier, that determines which sidebar entries appear and what they can view or change. Data is also scoped by branch for non-Admin roles.

  • Admin, full system control
  • Manager, branch-level management
  • Technician, assigned repairs only
  • Cashier, POS, payments, and repair delivery

Admin, Full System Access

The Admin is the shop owner. One Admin per shop, created automatically at registration. Admins see and manage data across every branch.

  • Full Settings access: shop, billing, email, WhatsApp, payment methods, services, inventory defaults, repair settings, notifications, and data import
  • Manage all branches and team members; invite Managers, Technicians, and Cashiers
  • Create, edit, delete repairs, sales, customers, and inventory
  • Add, edit, delete suppliers; send Purchase Orders to suppliers; record supplier payments
  • Create, void, and send invoices, quotations, credit notes, and receipts
  • Approve, reject, and process refunds; void sales
  • Revert repair statuses (including returning parts to stock)
  • Wipe all shop data (password-confirmed destructive action)

Manager, Branch Operations

Managers run a single branch's daily operations.

  • Create and manage repairs, sales, and customers for their branch
  • Full inventory access: add, edit, restock, delete items within shop-wide scope
  • View and edit existing suppliers (cannot add new ones or delete)
  • Create PO drafts, receive goods, stock received items (cannot send POs to suppliers)
  • Create, send, and void invoices, quotations, and credit notes
  • Create and approve refunds; process refunds
  • Invite Technicians to their branch
  • View branch reports and finance dashboard
  • Cannot access shop settings, billing, or other branches' data

Technician, Repair Focused

Technicians see a simplified interface focused on their assigned repairs.

  • View and update only repairs where they are the assigned technician
  • Advance status through the workflow (up to Testing)
  • Enter or exit the Waiting-for-Parts state
  • Add parts and services to their assigned repairs (subject to branch stock)
  • Add manual notes to the repair activity log while the job is in Diagnosing, Repairing, or Testing
  • Read-only inventory access (browse only, no add/edit/restock)
  • No access to: sales, customers, invoicing, finance, refunds, reports, or settings
  • On the repair detail page, payment and price-change activity rows are hidden from Technicians

Cashier, Payments and Sales

Cashiers run the front counter: taking payments and handling POS transactions.

  • View active repairs in their branch (read-only)
  • Advance repairs only from Ready to Delivered (takes payments during handover)
  • Record payments on any branch repair
  • Create sales via POS or the sale form; view only sales they created
  • View all branch customers; create new customers during repair/sale flow
  • Create refunds
  • Browse inventory (read-only)
  • Cannot access invoicing, reports, settings, services, or supplier management

Quick Permissions Comparison

A reference for what each role can access.

  • Dashboard: all roles (revenue cards hidden from Technician)
  • Repairs: Admin/Manager full, Technician assigned-only, Cashier read-only plus deliver
  • Sales & POS: Admin/Manager/Cashier
  • Customers: Admin/Manager/Cashier
  • Inventory: all roles (Technician/Cashier read-only)
  • Services: Admin/Manager
  • Suppliers & POs: Admin full, Manager limited
  • Invoicing: Admin/Manager
  • Refunds: Admin/Manager/Cashier
  • Finance: Admin/Manager/Cashier
  • Agents: Admin/Manager
  • Reports: Admin/Manager
  • Team: Admin/Manager (Manager can invite Technicians only)
  • Settings: Admin only
  • Messages (WhatsApp log): Admin/Manager on Pro/Business

How to Invite Team Members

Admins (and Managers, for Technicians only) can invite new members from the Team page.

  1. Open the Team page from the sidebar.
  2. Click 'Invite Member' in the top right.
  3. Enter the member's email.
  4. Choose a role: Manager, Technician, or Cashier (Managers can only invite Technicians).
  5. Assign a branch.
  6. Click 'Send Invite'. They receive an email with a 72-hour link to create their password and join.

Note

Team member limits depend on your plan. Free allows no additional members. Pro allows 1 Manager, 5 Technicians, 1 Cashier. Business allows 10 Managers, unlimited Technicians and Cashiers.

Frequently asked questions

Four: Admin (full access including settings, billing, and all branches), Manager (branch-level operations), Technician (only repairs assigned to them), and Cashier (POS, sales, payment collection, and repair delivery).

Admins have full access: shop settings, billing, team management, all branches' data, reports, invoicing, finance, supplier/PO management, and the ability to void sales, delete records, revert repair statuses, and wipe shop data.

Managers handle branch-level operations: repairs, sales, customers, inventory, invoices, refunds, and team management within their branch. Technicians only see repairs assigned to them and have read-only access to inventory. They cannot create sales, manage customers, or view finances.

Cashiers can view active branch repairs read-only, deliver Ready repairs, record payments, create sales (POS and sale form), create refunds, view customers, and browse inventory. They cannot edit repairs, manage invoices, change settings, or access reports.

On the Team page click 'Invite Member', enter their email, pick a role (Manager, Technician, or Cashier), and assign a branch. They receive an email invite that expires in 72 hours.

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