Sending an invite
- Open Settings → Users and invite by email address.
- Pick the role that matches the work they do. Role decides what appears in their navigation as well as what they can change.
- They set their own password from the invite email. Invites are single-use.
Choosing a role
OfficePlanning and commercial work
Listings, pricing, purchasing, stock planning and customer messaging. The people deciding what happens.
WarehousePhysical work
Picking, packing, dispatch, counts and receiving. Scoped to the physical tasks in front of them.
OwnerFull access
Everything above plus billing, integrations and user management.
Warehouse staff do not need commercial access. Splitting office and warehouse roles is the single easiest access control to get right, and it keeps pricing and supplier terms away from a shared packing-bench login.
Removing someone
Deactivate the user from Settings → Users rather than sharing a replacement password. Their historical actions stay attributed to them, which is what you want when you need to explain a stock movement six months later.