Managing your team

Each person has their own account. Open Settings → Users to invite a team member, assign a role or deactivate access. Invited people join by setting a password or by signing in with Google.

Standard roles

Start with Admin, Operations Manager, Inventory Manager, Purchasing, Sales, Production, Accountant or Viewer. Custom roles let you assign view and manage permissions by module.

Navigation follows permissions, and the API checks them independently. A manager cannot grant access above their own permissions. Only a workspace administrator can grant administrator status. The last active administrator cannot be removed.

Seats

Each active user who has joined the workspace takes a seat. Pending invitations are not counted until accepted, and deactivating a user makes their seat available to someone else. During the free trial a workspace can have up to 5 users; on a paid plan it can have as many users as it has seats.

If every seat is taken when someone accepts an invite, they are told the workspace is full and the administrators get an email. Add seats or review the count in Settings → Subscription. See Subscription for prices and how seat changes are charged or refunded.