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Inventory HQ gives you full control over who can see and do what. The Users, Roles & Permissions page lets you invite team members, assign them to locations, and set role-based access so the right people work with the right stock. The page header shows your paid user count against your plan limit, for example 3 of 20.

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Tabs and KPIs

The Users page is organised into tabs and summary cards that give you an at-a-glance view of your team.

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Adding a user

Only Company Admins can add users.
1

Open the Add User modal

Click Add User to open the Add User modal.
2

Upload a profile photo (optional)

Optionally upload a profile photo.
3

Enter name and email

Enter Name and Email. Both are required, and the email is used for login.
4

Assign locations

Assign one or more warehouses or service trucks. Click + Add Warehouse to add multiple.
5

Set role and status

Set Role, which controls permissions, and Status, which controls login access. Both are required.
6

Send the invitation

Click Add User. The user receives an invitation and appears in the team list.

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Roles and permissions

Permissions in Inventory HQ are scope-based. Most permissions exist in two forms:
  • Standard: the user can only see and act on resources tied to the locations assigned to their account, for example view warehouses, view or edit jobs, view inventory.
  • Admin-level: the same permission applied company-wide, regardless of which locations the user is assigned to.
Typical roles are Company Admin, which holds admin-level permissions across the account, and Production Manager, which is usually scoped to specific locations. Set permissions up once per role and new users inherit them automatically when you select their role.
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.
  • Locations - Set up warehouses and service trucks before assigning users to them
  • Service Trucks - Understand how mobile locations work as assignment targets