Inventory permissions: Control Team Access

Inventory Permissions let you:

• Share inventories with team members
• Control access to specific features (products, transactions, locations, etc.)
• Edit permissions for existing users
• Remove access when needed
• See at a glance what permissions each user has

How to Share an Inventory

From the Web App

1. Navigate to your inventory list
2. Click the menu (three dots) next to the inventory you want to share
3. Select “Share Inventory”
4. Enter the email address of the person you want to share with
5. Configure their permissions (see Permissions Explained below)
6. Click “Share”

From Mobile (Android/iOS)

1. Open your inventory list
2. Tap the menu icon next to the inventory
3. Select “Share Inventory”
4. Enter the team member’s email
5. Tap “Show Permissions” to customize access
6. Tap “Share”

Managing Shared Users

Once you’ve shared an inventory, you can manage all users with access:

1. Open the inventory’s menu and select “Sharing Options”
2. You’ll see a list of all users with their current permission levels:
   • Inventory Owner – Full Access: The original creator with all permissions
   • Full Access: Can perform all actions except owner-specific tasks
   • Limited Access: Custom permissions with some restrictions
   • View Only: Can only read data, cannot make changes
3. For each user, you can:
   • Edit: Modify their permissions
   • Remove: Revoke their access completely
   • Leave: Remove yourself from a shared inventory (if you’re not the owner)

Permissions Explained

Core Permissions

Read Access (Always Required)

• View all inventory data
• This permission is mandatory and cannot be disabled

Products

• Add: Create new products
• Edit: Modify existing products
• Delete: Remove products

Transactions

• Add: Record new stock movements
• Edit: Modify transaction history
• Delete: Remove transactions

Locations

• Add: Create new storage locations
• Edit: Modify location details
• Delete: Remove locations

Fields

Controls access to:

• Categories
• Measurement units
• Tags
• Custom fields (both product and transaction)

Each has Add, Edit, and Delete permissions.

Inventory-Level Permissions

Export Data

• Download inventory data in various formats

Share with Others

• Add new users to the inventory
• Modify other users’ permissions
• Remove users from the inventory

Smart Reports

• Generate and view AI-powered analytics reports
• Access inventory insights

Common Use Cases

Warehouse Staff

• ✅ Add/Edit/Delete Transactions
• ✅ View Products and Locations
• ❌ Delete Products or Locations
• ❌ Share Inventory

Sales Team

• ✅ View all data
• ✅ Add Transactions (for sales)
• ❌ Edit/Delete anything
• ❌ Access Smart Reports

Notes

• Permissions apply immediately when changed
• Removed users lose access instantly across all devices
• The inventory owner always has full permissions

This granular permission system ensures your inventory data remains secure while enabling efficient team collaboration