Team, Roles & Audit Log

The right access for each person — and a record of every change

Four built-in roles, custom roles built from 22 permissions, and an audit log that shows what changed, who changed it and when.

4

Built-in roles

22

Permissions

Per site

Staff assignment

Every change

In the audit log

Access & Accountability

Everything in roles and the audit log

Four built-in roles

Owner, admin, manager and employee cover most businesses with no setup at all.

Custom roles

Build a role from 22 permissions — view and manage for products, stock, suppliers, purchase orders, customers, locations, transfers, staff and reports.

Seeing and changing are separate

Let the warehouse team see stock and adjust it, while reports and staff records stay out of reach.

Invite your team

Invite people by email with the role you choose. They set their own password and land straight in your account.

Enforced on the server

Permissions aren’t just hidden buttons. Every request is checked before anything changes.

Access ends when you say so

Suspend someone and they’re signed out and locked out — while everything they did stays in the audit log.

An audit log of every change

Created, updated, deleted — each entry records what changed, who changed it and when.

Find it later

Filter the log by date, location, person or action — and choose how long to keep it, up to forever.

Team Management

Setting up your team

  1. 01

    Invite with a role

    Pick a built-in role, or one of your own, when you invite someone.

  2. 02

    Make a role for the odd job

    Dispatch needs stock but not staff records? Build exactly that role.

  3. 03

    Assign people to sites

    Staff assigned to a location see that location’s stock and reports.

  4. 04

    Check the log when something looks off

    Filter by date or location and see exactly what happened.

At a Glance

What roles and the audit log include

  • Owner, admin, manager, employee
  • Custom roles
  • 22 view & manage permissions
  • Invitations by email
  • Suspend access instantly
  • Staff assigned to locations
  • Audit log of every change
  • Filter by date, location & person
  • Choose how long to keep the log

Give everyone exactly the access they need

Talk to us and we’ll set up your team and roles with you.