Managing Your Team
Add team members and control what they can access.
Adding Users
- Go to Settings → Team (or Users)
- Click Invite User
- Enter their email address
- Select their role
- Send the invitation
Roles
| Role | Access Level |
|---|---|
| Owner | Full access, including billing and company ownership |
| Admin | Full access to all features and settings |
| Manager | Operations access (orders, inventory, WMS, invoices, purchase orders, suppliers, products, customers, price lists) without company settings |
| Sales Rep | Creates orders and views customers, products, invoices, and POs — but can't create or edit them |
What a Sales Rep can and can't do: A Sales Rep can create orders and view your customers, products, invoices, and purchase orders. They cannot create or edit invoices, suppliers, purchase orders, price lists, products, or customer/product groups, and they cannot add or edit customers or change company settings. Those actions require a Manager or Admin. (Company settings — payment gateways, divisions, shipping carriers, audit log, and so on — are Admin/Owner only, so even Managers can't change them.)
Managing Users
From the team list you can:
- View active team members
- Change roles
- Remove team members
User Limits
Your plan determines how many users you can have. Check Settings → Billing to see your current plan's user limit.
Tip: Use the Sales Rep role for trade show staff. They can create orders and look up products without access to sensitive settings or financial data.