Understanding Permissions

When you create an AI Connection, you decide exactly what the AI tool can read. This guide explains each permission in plain language so you can grant only what the AI needs — and no more.

Store Info

Permission code: read:store

Gives the AI access to your store's profile, staff list, and general settings. Use this when you want the AI to know who works at your store, what the store is named, or how it is configured.

What the AI can see:

• Store name, address, and contact info
• Staff members and their roles
• Store preferences and settings

Example questions:

• "Who are the staff members at my Cebu branch?"
• "What service modes does my store support?"

Orders

Permission code: read:orders

Gives the AI access to your order history, including line items and statuses. This is the foundation for almost every business question an AI assistant can answer.

What the AI can see:

• Order history (filter by date, store, status)
• Line items on each order
• Order status: New, Processing, Ready, Completed, etc.

Example questions:

• "How many orders did I process yesterday?"
• "Show me all canceled orders this week."
• "What is my average order value for dine-in customers?"

Reports

Permission code: read:reports

Gives the AI access to sales reports, transaction summaries, and analytics. Pair this with Orders for the most powerful business-analysis persona.

What the AI can see:

• Sales reports by date range
• Transaction summaries
• Analytics and aggregated metrics

Example questions:

• "What was my total revenue last week?"
• "Show me a sales summary for March."
• "Which day of the week has the highest revenue?"

Products

Permission code: read:products

Gives the AI access to your product catalog, prices, and descriptions. Use this when you want the AI to answer questions about what you sell.

What the AI can see:

• Product catalog (name, description, category)
• Prices and pricing tiers
• Product attributes and modifiers

Example questions:

• "What products cost more than ₱500?"
• "List all products in the Beverages category."
• "Which products have a discount applied?"

Customers

Permission code: read:customers

Gives the AI access to customer profiles and purchase history. Use this for customer-insights and loyalty questions.

What the AI can see:

• Customer profiles (name, contact, address)
• Purchase history per customer
• Customer loyalty data (if enabled)

Example questions:

• "Who are my top 10 customers by total spend?"
• "How many repeat customers do I have?"
• "Show me the purchase history for customer Juan Dela Cruz."

Inventory

Permission code: read:inventory

Gives the AI access to stock levels and inventory locations. Use this for operational questions about what needs to be restocked.

What the AI can see:

• Stock levels per product
• Inventory locations
• Stock status (in stock, low, out of stock)

Example questions:

• "What products are running low right now?"
• "How much stock do I have for SKU ABC-123?"
• "List all out-of-stock products."

Financials

Permission code: read:financials

Gives the AI access to sensitive financial figures: cost of goods sold, gross margin, expenses, tax, cash variance, valuation, and profit-and-loss. Grant this only to AI tools you trust to handle revenue-level numbers.

What the AI can see:

• COGS, gross margin, and inventory valuation
• Expense entries and category breakdowns
• Tax summaries and payment reconciliations
• Cash variance, session variance history, and P&L snapshots

Example questions:

• "What is my gross margin by product category for last month?"
• "Show me the cash variance trend across the last 30 closed sessions."
• "Which expense categories grew the most this quarter?"

Operations

Permission code: read:operations

Gives the AI access to operational data: cashier sessions, events and bookings, and kitchen-display performance. Pair this with read:orders for end-of-shift and service-flow questions.

What the AI can see:

• Currently open cashier session and historical session totals
• Events, bookings, and staff schedules
• Kitchen Display System (KDS) ticket throughput and timing

Example questions:

• "How is the kitchen pacing today compared to last Friday?"
• "What is the status of the current cashier session?"
• "Which upcoming bookings need confirmation?"

Staff

Permission code: read:staff

Gives the AI access to per-staff sales, refunds, and discount activity. This includes employee names alongside performance figures, so treat it like PII.

What the AI can see:

• Per-staff sales totals and order counts
• Refund and discount activity attributed to staff
• Staff profile fields used in performance reports

Example questions:

• "Who are my top 3 staff by sales this week?"
• "Which staff member issued the most discounts last month?"
• "List orders handled by staff member Maria."

Choosing the Right Permissions

You don't need to grant every permission. Match the permissions to the persona you want the AI to play.

The Principle of Least Privilege

Fewer permissions means:

• A smaller impact if credentials are ever compromised.
• Less data the AI can accidentally reference when answering unrelated questions.
• Cleaner audit trails when reviewing what the AI has accessed.

You can create multiple AI Connections with different permission bundles and revoke them independently. There is no limit on the number of connections per store.