Getting started

Roles and permissions

Four roles. Money is manager and above, frontline roles are lateral rather than ranked, and user management is owner-only.

The four roles

RoleScopeMoney surfacesNotes
OwnerThe whole business, all branchesFull accessOnly role that can manage users and roles
ManagerTheir assigned branch or branchesFull access within scopeCan open and close cash drawers
TechnicianTheir own and unassigned jobsJob-level prices onlyWorks jobs and operations, not sales
SalesrepRetail salesJob-level prices onlyWorks sales, not jobs or operations

Technician and salesrep are lateral frontline roles, not a hierarchy — neither is a superset of the other. Technicians get jobs and operations, salesreps get sales, and everything else at frontline level (customers, devices, inventory, notifications) is shared between them.

What is restricted

  • Finance, vendors, reports and technician ledgers are manager and above
  • Opening and closing a cash drawer is manager and above
  • Managing users and assigning roles is owner only
  • Technicians can consume stock on their own jobs; every other inventory mutation is manager and above
  • Issue categories are manager and above; accessories can be handled by any role
Role checks run on the server on every request, not only in the interface. Hiding a menu item is a convenience; the enforcement is behind it.

Roles and pay are separate

Anyone can carry a compensation and attendance record regardless of role — managers and salesreps included. In a small shop the manager also repairs devices, and pay should not depend on which role label they were given.

Frequently asked questions

What roles does Horus Repair support?
Four: owner, manager, technician and salesrep. Owners see the whole business and are the only role that can manage users. Managers are scoped to their branches and can open and close cash drawers. Technician and salesrep are lateral frontline roles — technicians work jobs and operations, salesreps work sales, and neither ranks above the other.
Can technicians see the shop's finances?
No. Finance, vendors, reports and technician ledgers are restricted to managers and owners. Technicians do see prices at the job level, since they need them to do the work, but not the shop's revenue, margin or cash position.
Can a manager see other branches?
Only the branches they are assigned to. A manager's view of jobs, stock, staff and takings is scoped to their own branches. Cross-branch visibility is the owner's.

More in getting started

  • Quick start

    From a new account to a first job booked in, in the order the setup actually needs to happen.

  • Shop settings and operating model

    Horus Repair carries more than twenty operating-model switches, so one codebase fits a one-person kiosk and a four-branch chain without either being forced into the other's workflow.