User Roles and Restrictions Explained

TapMango access is layered. Your assigned role(s) determine the areas you can use, while location access, enabled capabilities, and profile restrictions can narrow that access further.

Important: A login can have more than one role. Access is combined across the assigned roles, but a role cannot override a disabled capability or a restriction on your profile.

How access is determined

Roles

Control which areas and actions are normally available to the user.

Location access

Limits the customer and merchant data you can work with and may hide merchant-wide settings.

Capabilities

Control whether an entire feature or section is available to the merchant at all.

Merchant and specialized roles

Merchant Admins can assign the standard merchant roles. Use the role that matches the person's responsibilities and give broader access only when it is needed.

Role	Typical fit	Common access
Merchant Admin	Owners, general managers, and IT contacts	Broad merchant portal management, subject to enabled capabilities and location access.
Marketing Admin	Marketing staff	Campaigns, audience, creative assets, and memberships.
Manager	Store or location managers	Customers, gift cards, memberships, users, and devices; access may be location-limited.
Billing Admin	Finance staff	Billing, invoices, and payment profiles.
Orders Admin	Online-ordering staff	Online-ordering catalog and order operations. Ordering Admin is the older label for this role.
Service Desk Admin	Support-inbox staff	Service Desk and dashboard when the Service Desk capability is enabled.
API	Integration users	API or integration access with minimal standard portal navigation.
User	Front-line merchant staff	Dashboard and customer workflows with limited administration.
Delivery User	Delivery workflow users	Delivery workflow at the merchant's delivery surface; this is not a standard new-portal sidebar role.
TV Admin	TV or playlist managers	Playlists when the TV capability is enabled.

Common access areas

These are the main areas you may see in the TapMango portal. Your role controls access, and some features require an enabled capability or specific location access.

Area	What you can do there
Customers	View and manage customer profiles.
Groups	Organize customers into groups.
Gift Cards	Create and manage gift cards.
Memberships	Manage membership plans and members.
Online ordering	Manage the online-ordering menu and orders.
Users and devices	Manage staff logins and TapMango devices.
Billing, invoices, and payment profiles	View invoices and update payment information.
Settings and integrations	Manage account-wide settings and integrations. This is normally limited to Merchant Admin access.

Profile restrictions

Profile restrictions apply in addition to role access. They can disable a specific action on the portal, tablet, or both.

Profile option	Applies to	Effect
Disable Dashboard	Portal	Removes dashboard access.
Disable Point Adjustment	Portal	Removes manual customer point adjustments.
Disable Dollar Amount Entry	Portal and tablet	Removes dollar-amount entry when issuing points.
Disable Customer Group Assignment	Portal and tablet	Prevents manually adding or removing a customer from a group.
Disable Voucher Assignment	Portal and tablet	Prevents manually assigning a voucher.
Disable Adding Referrer	Portal and tablet	Prevents manually setting a referring customer.
Disable Gift Card Creation	Portal and tablet	Prevents creating gift cards.
Disable Adding Rewards	Portal	Prevents adding rewards.
Disable Adding Vouchers	Portal	Prevents adding vouchers.
Disable Reward Redemption	Portal and tablet	Prevents redeeming rewards.
Disable Voucher Redemption	Portal and tablet	Prevents redeeming vouchers.
Disable Dollar Amount Entry	Tablet	Removes tablet dollar-amount entry when issuing points.
Disable Pay from Wallet Entry	Tablet	Prevents changing a customer's wallet balance from the tablet.
Disable Add to Wallet Entry	Tablet	Prevents adding funds to a wallet from the tablet.
Allow Override Max Points Per Day	Portal and tablet	Allows points to be issued beyond the daily maximum.

Troubleshooting missing access

If you cannot see a feature or can open it but cannot save, check these in order:

1. Review the roles assigned to your login; a login can have multiple roles.
2. Review your location access. Location restrictions may prevent you from seeing merchant-wide settings.
3. Confirm the required capability or module is enabled.
4. Check for a profile restriction on the action.
5. If the page is visible but the action is missing, confirm whether the action is internal-only or requires a higher permission.

If your Dashboard restriction appears to be set but Dashboard still shows, treat it as a possible access inconsistency. Escalate with your roles, location access, relevant restrictions, screenshots, and the exact action you attempted.

Related articles

• How do I edit or add additional Users? — create users, assign roles, and manage location access.
• How do Location Restrictions Work? — understand location-scoped access.
• How do I password protect my tablet's cashier side? — secure tablet cashier access.

Need help with a role or access issue? Contact TapMango Support with the merchant name or ID, user email, assigned roles, location access, relevant restrictions, screenshots, and the exact action the user attempted.