Set who can do what,
and see who did it.
UpChannels gives everyone on a small retailer’s team their own login as an Owner, a Manager or Staff. Cost stays hidden from staff on every screen, a discount past the limit waits for a manager’s yes, and the change history shows who changed an order, a payment, a price or a customer — before and after.
One login each, three access levels
The people, the rules they work under, and the record of what each of them changed — every plan, Basic included.
Everyone signs in
as themselves.
Each person signs in as themselves with one of three access levels. An Owner opens Settings and billing, and a store can have more than one. A Manager approves hours in Workforce, says yes to discounts and refunds, and can delete orders and records. Staff use the app, minus the menu items you hide for them.
Staff sell at your price.
They never see your cost.
Hide cost info from all staff accounts is on in every store from the start. Staff see Hidden wherever a cost, margin, profit or stock value would be, and UpChannels’ database refuses those figures to their login as well, so an export or a print holds none either. Owners and managers always see cost.
A discount past the limit
waits for a manager’s yes.
Turn on Discount limits and set how far below its price each item may sell: staff up to a percent (10% to start), managers up to their own percent or with no limit, and the owner never limited. Past the limit, the sale stops and the cashier picks a reason. A manager types their PIN on that screen, or answers on their phone — approve, allow a smaller percent, or deny.
Who changed what,
with the before and after.
Settings → Change history is the owner’s record of every change: orders and quotes (a deleted one with what it held), payments and refunds, customers, products and their cost, prices, discount requests, and team and settings changes — who made each, when, and what it was before and after. Nobody can edit or delete an entry, the owner included.
Commission and spiffs
Commission on sales or on gross profit, sales split between up to three people, technicians paid per job, store rules and manufacturer spiffs are set up here in Settings → Team. Each person gets a statement, and commission goes onto their line when you build a pay run in Workforce.
See Workforce and commissionWhat comes with which plan
Logins and roles, menu visibility, the staff rules, discount limits, refund approval, commission and spiffs, and reading the change history.
The change history’s CSV export and the commission statement’s CSV download.
Each location includes two users; more people come in user packs of five.
Team and permission questions, answered
Can I stop a salesperson from seeing my costs?
Can I give one person different permissions from another?
How does a discount get approved when no manager is at the counter?
Can staff give refunds without asking?
What happens to an employee's records when they leave?
How far back does the change history go?
How many logins do I get?
Team, Permissions & Audit is one part of UpChannels
UpChannels Team, Permissions & Audit decides who can do what in a small retailer or service business, and keeps the record of who did it, on every plan. Each person signs in with their own login as an Owner, a Manager or Staff, and the owner can hide menu items for one person. Hide cost info from all staff accounts is on by default: staff see Hidden wherever a cost, margin, profit or stock value would be, on every screen, export and print, and the database refuses the figures to their login. Discount limits stop an item sold past the staff or manager percent until a manager says yes by PIN or from their phone, and money back by staff needs a manager's yes. Settings → Change history records changes to orders, payments, prices, products, customers and settings, with the before and after, from the day the change history started; nobody can edit or delete an entry, and its CSV export is on Premium.
UpChannels is an all-in-one platform for small retailers and service businesses — sales, inventory, customers, scheduling, delivery, payments and finance in one system — and a real team that builds your website, runs your ads, and automates the busywork. The parts below share one set of records, so there is no integration to wire up between them; the pricing page shows which plan includes each one.
The product moves faster than this page. UpChannels ships updates most weeks, so a description here can lag what is already in the software. Where the two disagree, the running product is the current version — tell us if you find one and we will correct the page.
Ready to run your
whole business on one system?
Start your free trial today. No credit card required.
One system for the counter, the schedule, the truck and the books. A team to build the website, run the ads and take the busywork off you. Start with the trial, or let us walk you through it first.
