Team & Roles

1. Settings → Team. 2. Enter their email address, pick a role, and click Invite. 3. They get an invitation email; "Invite pending" shows until they sign up with that address (use Resend invite if it got lost).

Roles are cumulative — each includes everything below it: • viewer — read-only across products, inventory, orders, POs, vendors, and forecasts. • warehouse_staff — viewer + record inventory (counts, adjustments, receiving). • buyer — warehouse_staff + create and edit products, POs, sales orders, and vendors. • manager — buyer + delete records and approve POs. • admin — manager + manage integrations, team members, and organization settings. • owner — admin + owner territory (below) and billing.

Some things only an owner can do: • Only an owner can grant, change, or remove the owner role — admins manage every other role but can't touch owners. • The only owner can't be demoted; to transfer ownership, promote someone else to owner first, then they can change your role. • You can't change your own role or remove yourself — another owner (or admin, for non-owners) must do it. Hover the role on your own row for the explanation.

An organization holds one business's data. Run several brands by creating additional organizations and switching with the org switcher in the top navigation. Each business picks its own plan, and additional businesses get an automatic 20% discount on their plan. Team membership and roles are per organization.