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Before adding anyone to your team, define access levels by setting up roles and permissions. Then invite team members and assign them to the locations they will work from. A user with no assigned location sees nothing in the system.

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Set up roles and permissions first

Define access levels before adding anyone to the team.
  1. Go to Users > Roles & Permissions.
  2. Create the roles your business needs, for example Company Admin, Production Manager, Warehouse Manager, or Field Tech.
  3. For each role, decide whether its permissions are standard (scoped to the user’s assigned locations) or admin-level (company-wide).
For full details on configuring permissions, see User Permissions.

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Add your team members

  1. Go to Users and click Add User.
  2. Optionally upload a profile photo.
  3. Enter Name and Email. Both are required, and the email is used for login.
  4. Assign one or more warehouses or service trucks. Click + Add Warehouse to add multiple.
  5. Set Role, which controls permissions, and Status, which controls login access. Both are required.
  6. Click Add User. The user receives an invitation and appears in the team list.
Location assignment is doing real work here, not just tidying the interface. A crew member assigned to one warehouse will not wade through another location’s stock, and will not accidentally pull from it.