Help CenterRoles and permissions

Team

Roles and permissions

Owner, Manager, and Clerk — who can see prices, import CSV, and manage billing.

Workspace roles

Invite Managers and Clerks from More → Team. Platform owner (M220 / funnel) is separate from org roles below.

CapabilityOwnerManagerClerk
Scan / create / update stock
Stock counts & receive
Adjust inventory
See purchase prices
Write pricing
Margins & ROI reports
CSV import & export
Audit log
Billing & plan
Invite / manage roles
Workspace settings

Summary

  • Clerk — floor work without costs.
  • Manager — full inventory plus pricing, import, export; no billing or audit.
  • Owner — everything, including team and billing.