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Importing Roles

You can import roles into Fuze Store POS to set up or update staff access levels in bulk. Each role defines which parts of the system a staff member can access.

Roles import requires the Roles & Permissions add-on (unlocked during free trial when that add-on is trial-granted). Without it, the Roles card stays locked on the Import type grid.

The Import Roles dialog in the Fuze Store app showing a CSV file upload area and a Download Template button
Import → upload a file

Step-by-Step Guide

  1. Open the app drawer.
  2. Go to Configurations.
  3. Under Data Management, tap Import.
  4. Choose the matching data type on the type grid.
  5. Optionally tap Download template for a CSV starter (your live export).
  6. Upload a CSV, XLS, or XLSX file, review the preview, then confirm Import.

Field Reference

Here are the columns in the Roles import file:

FieldDescriptionRequiredPossible ValuesExample
idUUID identifier for the role. Leave empty to create a new role.123e4567-e89b-12d3-a456-426614174000
codeShort code for internal use. Also serves as an identifier. An existing code updates the matching role.Cashier
nameName of the role.YesCashier
descriptionA short note about the role.Responsible for handling customer transactions
is_activeWhether the role is active.YesYES, NOYES
permissionsPipe-separated list of permission codes. See the full list below.YesSee list belowstore_modify|item_view|modify_pos|staff_view

For human-readable labels of each permission in the role editor, see Roles and Permissions overview.

List of Permissions

Use these exact codes in the permissions column (pipe-separated):

  • superadmin — Full access to all features and settings

  • Store

    • store_modify — Modify store settings
    • store_preferences_modify — Change store preferences
    • store_export — Export store data
    • store_import — Import store data
    • store_dashboard_view — View the store dashboard
  • Area

    • area_view — View areas and units
    • area_modify — Modify areas and units
    • area_delete — Delete areas and units
  • Billing History

    • billing_history_view — View billing history
    • billing_history_download — Download billing history
  • Category

    • category_view — View categories
    • category_modify — Modify categories
    • category_delete — Delete categories
  • Charge

    • charge_view — View named order charges
    • charge_modify — Modify charges
    • charge_delete — Delete charges
  • Customer

    • customer_view — View customers
    • customer_modify — Modify customers
    • customer_delete — Delete customers
  • Discount

    • discount_view — View discounts
    • discount_modify — Modify discounts
    • discount_delete — Delete discounts
  • Display

    • display_front — Access the customer-facing display
  • Kitchen Display (KDS)

    • kds_view — View the kitchen display
    • kds_modify — Start, bump, and recall kitchen tickets
    • kds_delete — Remove kitchen tickets
  • Printer

    • printer_view — View printers and print jobs
    • printer_modify — Add, edit, and test printers
    • printer_delete — Delete printers
  • Event Services

    • event_service_view — View bookable event services and appointments / reservations
    • event_service_modify — Create and modify event services, appointments, and reservations
    • event_service_delete — Delete event services and appointments / reservations
  • Expense

    • expense_view — View expenses
    • expense_create — Create expenses
    • expense_modify — Modify expenses
    • expense_approver — Approve or reject expenses
    • expense_delete — Delete (void) expenses
  • Gift Card

    • gift_card_view — View gift cards
    • gift_card_modify — Modify gift cards
    • gift_card_delete — Delete gift cards
  • Inventory

    • inventory_view — View inventory and stock levels
    • inventory_modify — Adjust inventory
    • inventory_delete — Delete inventory records
  • Item (products and services)

    • item_view — View products and services
    • item_modify — Create and modify products and services
    • item_delete — Delete products and services
  • Loyalty

    • loyalty_view — View the loyalty program
    • loyalty_modify — Create and modify the loyalty program
  • Order

    • order_view — View orders
    • order_modify — Modify orders
    • order_reprint_receipt — Reprint an order receipt
  • Point of Sale

    • modify_pos — Operate the POS register (create and modify orders, take payments)
  • Payment Method

    • payment_method_view — View payment methods
    • payment_method_modify — Modify payment methods
    • payment_method_delete — Delete payment methods
  • Refund

    • refund_view — View refunds
    • refund_modify — Create and record refunds
    • refund_override — Override refund guardrails
  • Reports

    • report_view — View reports
    • report_download — Download and export reports
  • Session

    • session_modify — Open and close cashier sessions, drawer movements, and session history
  • Staff

    • staff_view — View staff
    • staff_modify — Create and modify staff (includes staff schedules)
    • staff_delete — Delete staff
  • Subscription

    • subscription_view — View subscription details
  • Tax

    • tax_view — View taxes
    • tax_modify — Modify taxes
    • tax_delete — Delete taxes
  • Roles and Permissions

    • role_view — View roles
    • role_modify — Modify roles
    • role_delete — Delete roles
  • Transaction

    • transaction_view — View transactions
    • transaction_modify — Record and modify transactions
  • Waiting List

    • waiting_list_view — View the waiting list
    • waiting_list_modify — Manage the waiting list
  • Fuze Store Hub

    • hub_admin — Manage the on-premise Fuze Store Hub
  • SMS

    • sms_view — View SMS settings and history
    • sms_modify — Manage SMS settings, templates, and automation
  • Wallet

    • wallet_view — View the prepaid wallet balance and history
    • wallet_modify — Manage the wallet
    • wallet_topup — Top up the wallet
  • Organization Wallet

    • org_wallet_view — View the organization's pooled wallet
    • org_wallet_topup — Top up the organization wallet
    • org_wallet_modify — Manage the organization wallet
  • Staff Operations

    • staff_ops_view — View staff sessions, terminals, and approvals
    • staff_ops_modify — Manage PINs, terminals, and sessions
    • staff_ops_approve — Approve manager-approval requests
  • Floor Plan

    • floor_plan_view — View floor plans
    • floor_plan_modify — Create and edit floor plans

Tips

  • Review your data before importing to avoid errors.
  • Download a sample export file first if you are unsure about formatting.
  • Use clear, descriptive names for your roles.
  • Assign only the permissions each role actually needs.
  • Staff schedules use staff_modify, not event service permissions.
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