Invite your team

Add team members and choose what each person can do.

Overview

Team members are the people who sign in to your company, each with a role that decides what they can see and do.

Invite a member

1Open Settings → Team and Access → Users.
2Click Invite and enter the person's e-mail address.
3Choose their role and, if needed, the warehouses they work in.
4Send. They receive an e-mail to join your workspace.

Good to know Your plan sets how many users your company can have. Contact your O2M account manager to add more.

Built-in roles

Role	What it can do
Billing admin	The company owner: everything, including the team and billing.
Admin	Everything, including the team.
Catalogue manager	Products, catalogues and listings. Reads stock.
Operations	Orders and returns, and all stock and warehouse work except approvals, channel stock rules and costs.
Inventory manager	Adjustments and their approval, transfers, counts, channel stock rules, planning and purchase orders.
Warehouse supervisor	Everything warehouse staff do, plus adjustments, transfers, purchase orders, warehouses and bins.
Warehouse staff	Floor work: receive, put away, pick, pack, count and check returns.
Accountant	Reads stock, orders and returns; sees costs, stock value, profit, fees and the accounting export.
Read only	Reads products, orders, catalogues, stock and automations. Changes nothing.

Your own roles

Need something in between? In Settings → Team and Access → Roles and permissions, create your own role, change what a built-in role can do, or give one person an extra permission.

When someone leaves

Disable the member from Users. They can no longer sign in, and their work in O2M stays as it was.