Setting Up the Right Role for an Employee Who Fills Machines
Nayax Core: build a machine filler role with pick list, quantity, and product access only - no reports, no admin, no unnecessary access risk.
General
Setting Up the Right Role for an Employee Who Fills Machines
Recommended access level for a route or warehouse employee whose job is filling machines: reviewing the pick list, adjusting quantities, and adding or swapping products. Covers what to include, what to leave out, and how to set it up in Nayax Core.
Before You Start
- You have administrator access in Nayax Core Management Suite, with permission to create and assign user roles.
- The employee already has a user account in Nayax Core, or you are ready to create one.
- You know which machines or routes this employee is responsible for.
- You have decided whether this employee will also handle cash collection, since that changes which permissions the role needs.
What the Role Needs to Cover
Picture a route employee, Priya, arriving at a coffee machine inside a call center that runs 60 vends a day. She needs to see what to load, adjust the quantity if half the almond milk pods already sold, add a new snack line the account manager just approved, and confirm the machine reflects what she actually filled. That is the entire job. Nothing about her day requires seeing the machine's monthly revenue, changing commission rates, or creating other user accounts.
That one scenario is the basic access level every machine-filling role should be built around, regardless of what you end up naming the role in Nayax Core.
- View and open the pick list for assigned machines
- Adjust pick quantities before or during a fill
- Add a new product or swap a product on the product map
- Update stock levels after completing a fill
- Revenue and sales reports
- Commission and pricing configuration
- Device or terminal configuration
- User management for other accounts
Build the Role in Nayax Core
Set up the permission set once, then reuse it for every employee whose job is filling machines.
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In Nayax Core, go to Settings and open Users and Roles.
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Create a new role, or duplicate an existing one, and name it something that describes the job rather than the person - for example, Route Filler or Field Restock.
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Enable access to these screens: Pick List, Product Map, and the edit-level permission for Adjust Quantities and Add or Swap Product. View-only access to a screen is not the same as edit access - confirm both are checked where the employee needs to make changes, not just look.
TipSet this up as its own named role rather than editing an existing broad role down. A dedicated role is easier to audit later and safer to reuse across every employee you hire. -
Leave every other screen disabled by default, including Reports, Commission Settings, Device Configuration, and User Management. Do not enable these to save time now - go back and add only what is proven necessary later.
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Save the role, then assign it to the employee's user account.
Most filling employees fit the base role above. Expand whichever variation matches your situation.
Assign and Verify Access
Confirm that the role actually behaves as you configured it before the employee's first solo visit.
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Have the employee log out and log back in, or restart the app if they are using it on a mobile device. Role changes do not always apply to an open session.
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Confirm they can see and open the Pick List and Product Map, and that the Adjust Quantities and Add or Swap Product actions are available, not just visible as greyed out.
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Confirm Reports, Commission Settings, Device Configuration, and User Management do not appear at all in their view.
If a restricted screen still showsReturn to the role and check whether it was created by duplicating a broader existing role - duplicated roles sometimes carry over screens you did not intend to include. Disable them individually and save again. -
Document which role you assigned and to whom, so the next person setting up a filling employee can reuse it instead of building a new one from scratch.
Result
Role configured and confirmed
The employee can open the pick list, adjust quantities, and add or swap products on every machine assigned to them, with no delays waiting on someone else. Reports, commission settings, device configuration, and other users' accounts are not visible to them. The role is saved and reusable, so setting up the next filling employee takes minutes, not a rebuild.
Role Comparison: Filling and Route Staff
Use this to check what to add - or hold back - as an employee's responsibilities grow beyond basic filling.
| Task | Basic Filler | Filler + Cash Collection | Full Operator / Admin |
|---|---|---|---|
| View pick list | Yes | Yes | Yes |
| Adjust pick quantities | Yes | Yes | Yes |
| Add or swap products on the product map | Yes | Yes | Yes |
| Update stock after fill | Yes | Yes | Yes |
| Collect and log cash | No | Yes | Yes |
| View revenue and sales reports | No | No | Yes |
| Configure commission or pricing | No | No | Yes |
| Configure device or terminal settings | No | No | Yes |
| Manage other user accounts | No | No | Yes |
Troubleshooting
FAQ
FAQ
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