Users, roles and approvals
Invite the people who pack, ship and receive, give each a role, and make chosen documents wait for an approver.
Invite a user
- Go to Settings › Users and click Invite someone new.
- Enter their email address and choose their role.
- Send the invitation. They join from the link in the email.
Roles
| Role | Can |
|---|---|
| Admin | Do everything, including users and the plan. |
| Manager | Run items, orders, invoices, bills, returns and price lists. Apply adjustments, transfers and counts, and change settings. |
| Staff | Pack, ship and receive goods, make transfers and count stock. |
| Viewer | See everything, change nothing. |
Users by plan: Free 1, Standard 3, Professional 10, Business unlimited. Add more with the Extra user add-on.
Approvals
Professional plan and above. Make chosen documents wait for an approver before they count.
- Go to Settings › Business settings › Preferences › Approvals.
- Tick the documents that need approval, such as Sales orders, Purchase orders or Invoices.
- Optionally, enter an amount under From. Only documents above it need approval. Leave it empty for every one.
- Admins can always approve. Choose whether managers can approve too, then save.
Documents made by anyone who isn't an approver wait until an approver approves them. They get their number then. Staff can still raise them for approval.
Adjustments and transfers
Adjustments always need a manager. Staff transfers above the Approval for staff transfers above amount wait as drafts for a manager.