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Tally · Settings > Users

User Role

The staff member's role, which controls what they can see and do.

1 min read · 2 depth levelsstratum-tally · vpilotMatches production
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Each user gets one role per barn, and it gates their permissions — so a scale operator can weigh but not pay out settlements, and only an owner or manager can change fee schedules. Choose the role that matches the job:

  • Owner — full control, including money and settings.

  • Manager — runs the sale day and most settings; broad access short of full ownership.

  • Intake clerk — checks consignors and animals in at arrival.

  • Scale operator — captures weights at the scale.

  • Ring clerk — records sales (buyer, price, hammer) as the auction runs.

  • Office clerk — invoicing, payments, and back-office work.

Give people the narrowest role that lets them do their job. Sensitive actions — settlements, voids, fee changes — are reserved for the higher roles, so over-granting Owner or Manager weakens that protection.

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