By role
Goal
Start from the hub that matches how you use BlueMatrix day to day.
Who it is for
Anyone signing in — staff, POS, portal, or API integrators.
How Help personas map to product roles
Help personas are job hubs, not the system role names. Default provisioned roles are Owner, Admin, Manager, Member, and CRM Member. Your tenant admin assigns permissions via Members → Members setup.
| Help hub | Typical product access |
|---|---|
| Clerk | Custom role or Admin with sales.* / purchasing.* / inventory.* / receipts & payments |
| Manager | Default Manager (mostly view + approvals) or Admin for posting / period close |
| Tenant admin | Owner or Admin — members, modules, settings, integrations |
| Cashier (POS) | Default Member POS keys (pos.sell, shift, payments) |
| Portal user | Portal login (not staff RBAC) — invited party user |
| Integrator | Sanctum token with tenant:{uuid} + api:* abilities |
Steps
- Pick the hub that matches your job.
- Follow Start here links in order.
- When something fails, open Troubleshooting.