Getting started
Invite your team
Add staff to your business, choose their role, and assign them to a store.
Team members work inside your business's workspace, and see only what their role allows.
Before you start
Adding team members needs a paid package. The number of users includes you: 2 on Pro, 5 on Advanced and 10 on Enterprise. See Packages and billing.
Add a member
Open Workspace → Users & roles. Stay on the Members tab.
Select Add member.
Choose how to add them:
- Invite existing account — for someone who already has a Stock Manager Pro account. Enter their Email.
- Create new account — for someone new. Enter their Full name and Email. They'll get an email to set their own password.
Choose a Role and a Store (a specific branch, or All stores).
Confirm to add them. An existing account can sign in straight away and will find your business's workspace.
Roles
| Role | What they can do |
|---|---|
| Business admin | Every module and every action, short of deleting the business itself |
| Accountant | Invoices, payments, expenses, taxes and payroll reporting; approves purchases and returns. Can see stock and customers but not change them |
| Sales | The counter and customer-facing documents — quotes, invoices, payments, till sales and returns. No deleting, stock changes or payroll |
| Viewer | Read-only access to the day-to-day screens |
You can change what each role is allowed to do in the Role permissions tab.
Good to know
- "No account with that email" means the person hasn't signed up yet. Use Create new account instead, or ask them to sign up first.
- An account can belong to one business. If someone is already a member of another business, they can't be added to yours.
- Assigning a store keeps that person working in their branch — they can't switch to another store.
- You can change someone's role or store, suspend them or remove them later from the Members tab.