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Pavilion User Profiles

Guide on Standard Profiles

Admin Profile - Complete System Control

Who should use this: Store owners, general managers, and senior staff who need full access to all system functions.

What Admins Can Do:

πŸ’° Financial Management:

  • See all costs and profit margins on every item

  • Adjust customer account balances (credits, refunds, etc.)

  • Sell items below minimum price when needed

  • Access to all financial reports and analytics

πŸ“¦ Inventory Control:

  • Add, edit, and delete any inventory items

  • Manage inventory adjustments (add/remove stock)

  • Create manual trade-in operations

  • View and modify all inventory costs and pricing

  • Access bulk inventory management tools

πŸ›’ Order & Sales Management:

  • Edit orders even after they're closed

  • Cancel any order at any time

  • Process returns for expired sales

  • Void receipts and closed order receipts

  • Handle ecommerce refunds

  • Change which staff member is assigned to orders

πŸ‘₯ Customer & Vendor Management:

  • Merge duplicate customer records

  • Merge duplicate vendor records

  • Access full customer and vendor information

  • Manage all customer relationships

βš™οΈ System Administration:

  • Manage other users and their permissions

  • Access import/export tools for data management

  • Control system synchronization settings

  • Access user management tools

  • View all system reports and analytics

πŸ”§ Advanced Features:

  • Access to all bulk management tools

  • Full control over system configuration

  • Ability to modify any system settings

  • Complete audit trail access


Manager Profile - High-Level Operations Control

Who should use this: Department managers, assistant managers, and senior sales staff who need operational control but not full system administration.

What Managers Can Do:

πŸ’° Financial Visibility:

  • See all costs and profit margins on every item

  • Access financial reports and analytics

  • View profit calculations and margins

πŸ“¦ Inventory Management:

  • Add, edit, and manage inventory items

  • Create inventory adjustments

  • Create manual trade-in operations

  • Modify pricing and costs

  • Access bulk inventory management tools

πŸ›’ Order & Sales Control:

  • Edit orders even after they're closed

  • Cancel orders when necessary

  • Process returns for expired sales

  • Void receipts and closed order receipts

  • Handle ecommerce refunds

  • Change order assignments between staff

  • Sell items below minimum price when needed

πŸ‘₯ Customer Relations:

  • Adjust customer account balances

  • Access full customer information

  • Handle customer service issues

πŸ“Š Reporting & Analysis:

  • Access to all business reports

  • View performance analytics

  • Monitor sales trends and patterns

What Managers CANNOT Do:

  • Merge customer or vendor records (Admin-only)

  • Manage other users or their permissions

  • Access system administration tools

  • Modify core system settings


Sales Associate Profile - Standard Sales Operations

Who should use this: Sales staff, cashiers, and customer service representatives who handle day-to-day sales and customer interactions.

What Sales Associates Can Do:

πŸ›’ Basic Sales Operations:

  • Create new sales and orders

  • Process standard returns

  • Handle customer inquiries

  • Access customer information

  • Process payments

πŸ“¦ Inventory Access:

  • View inventory items and availability

  • Check stock levels

  • Access product information

  • View basic item details

πŸ‘₯ Customer Service:

  • Create new customer accounts

  • Update customer information

  • Handle basic customer requests

  • Access customer purchase history

πŸ’» B2B Operations:

  • Process B2B orders and transactions

  • Manage vendor documents

  • Handle purchase orders

  • Process vendor invoices and memos

πŸ“± Application Access:

  • Use all Pavilion mobile and web applications

  • Access customer-facing features

  • Use point-of-sale systems

What Sales Associates CANNOT Do:

  • See costs or profit margins (financial information hidden)

  • Edit closed orders

  • Cancel orders

  • Void receipts

  • Adjust customer balances

  • Merge customer or vendor records

  • Access administrative tools

  • Sell below minimum price

  • Manage inventory adjustments

  • Access bulk management tools


Key Differences Summary:

Feature

Admin

Manager

Sales Associate

See Costs/Profits

βœ… Yes

βœ… Yes

❌ No

Edit Closed Orders

βœ… Yes

βœ… Yes

❌ No

Merge Records

βœ… Yes

❌ No

❌ No

User Management

βœ… Yes

❌ No

❌ No

Adjust Customer Balances

βœ… Yes

βœ… Yes

❌ No

Sell Below Min Price

βœ… Yes

βœ… Yes

❌ No

Void Receipts

βœ… Yes

βœ… Yes

❌ No

B2B Operations

βœ… Yes

❌ No

βœ… Yes

System Administration

βœ… Yes

❌ No

❌ No

Security & Data Protection:

  • Financial Data: Only Admins and Managers can see sensitive cost and profit information

  • Data Integrity: Only Admins can merge records to prevent accidental data loss

  • System Control: Only Admins can modify user permissions and system settings

  • Order Control: Only Admins and Managers can modify closed transactions

This structure ensures that sensitive business information is protected while giving each user level the appropriate tools they need to perform their job effectively.

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