User Roles & Access¶

Cashy-Hub connects directly to your organization's central Cashy account. Your login credentials, user profile, and operational permissions are managed centrally in Cashy and automatically applied when you log in.

User Roles in Cashy-Hub¶

To ensure smooth counter workflows while keeping administrative settings secure, Cashy-Hub organizes access into three practical levels:

graph TD
    Central["Central Cashy System"] --> Hub["Cashy-Hub Workspace"]
    Hub --> Standard["Standard Store User"]
    Hub --> Admin["Admin"]
    Hub --> Super["Superadmin"]

    Standard --> Counter["Daily Store Operations<br/>(Deals, Inventory, Payback, CashBook)"]
    Admin --> Pipeline["Pipeline Configuration<br/>(Kanban Board Columns)"]
    Super --> Administration["Platform Settings<br/>(Wizard Builder & Org Settings)"]

1. Standard Store User¶

Standard access is designed for team members handling daily customer transactions at the counter. All core operational tools are readily accessible: - Deal Creation: Create pawn loans and outright purchase deals, complete dynamic item valuations, query vehicle values via VIN, and assign physical storage labels. - Deal Lifecycle: Process contract term extensions and handle loan redemptions (paybacks). - Customer & Inventory Records: Look up returning customer profiles, verify identification, and view inventory items. - Cash Management: Review daily cash drawer activity in the CashBook and perform end-of-day cash counts. - Pipeline Tracking: Monitor active deals across stages on the Home Kanban board.

2. Admin¶

In addition to all standard counter operations, team members with Admin access can tailor the store's operational pipeline: - Kanban Column Configuration: Add, reorder, rename, or adjust workflow columns on the Kanban board to reflect branch operational stages.

3. Superadmin¶

The Superadmin role provides complete administrative access across the platform, including the Settings menu in the top navigation bar: - Deal Wizard Builder: Design, configure, and publish custom intake questionnaires and dynamic valuation steps for different merchandise categories. - Organisation Settings: Manage company-wide deal checkpoints, define business areas, and set branch badge colors.

Access Summary¶

Operational Capability	Standard Store User	Admin	Superadmin
Create Pawn & Purchase Deals	✅ Full Access	✅ Full Access	✅ Full Access
Appraise Vehicles via VIN	✅ Full Access	✅ Full Access	✅ Full Access
Assign Inventory Storage Labels	✅ Full Access	✅ Full Access	✅ Full Access
Process Contract Extensions	✅ Full Access	✅ Full Access	✅ Full Access
Process Loan Paybacks & Collateral Release	✅ Full Access	✅ Full Access	✅ Full Access
Record Manual CashBook Entries	✅ Full Access	✅ Full Access	✅ Full Access
Perform Daily Cash Reconciliation	✅ Full Access	✅ Full Access	✅ Full Access
View Customer & Deals Directories	✅ Full Access	✅ Full Access	✅ Full Access
Configure Kanban Board Columns	❌ Restricted	✅ Full Access	✅ Full Access
Access Deal Wizard Builder	❌ Restricted	❌ Restricted	✅ Full Access
Manage Organisation Settings	❌ Restricted	❌ Restricted	✅ Full Access

Account Security & Session Management¶

Centralized Authentication: Team members log in securely using their company email address and password managed in Cashy.
Automatic Session Timeout: To protect customer personal information and store financial data, sessions automatically expire after a period of inactivity, returning the screen to the login page.
Audit History: Important operational actions—including creating deals, extending contracts, recording cash payments, and updating settings—are automatically stamped with the team member's name and the exact time of the action.