Team members
The Team section is where you share a company’s inventory with other people. Invite teammates by email and everyone works from the same live numbers, so updates from one person show up for everyone.
Open your dashboardWhat this section does
Each company in the app has its own list of members. Anyone on that list can open the company and see and change its inventory, assemblies, snapshots and orders. The Team section is simply the list of who those people are, plus the controls to add and remove them.
Inviting a teammate
- Open Team members in the sidebar (on a phone, Sections, then Team members) and click Invite teammate.
- Enter the person’s email address and click Invite.
- They’re added to the company’s member list and emailed an invitation with a link to get started.
Until they sign up, the list shows Invitation sent, waiting for them to sign up next to their address, with Resend invite in case the email went astray. Once they’re in, it shows Joined.
How access works
- Everyone on the team has full access; there are no roles or permission levels to set.
- Membership is per company, so inviting someone to one company doesn’t give them access to any other.
- Members share one live view of the data; there’s no “my copy” vs “their copy.” A change one person makes is what everyone sees.
- There’s no limit to count against, so add as many teammates as you need.
Removing access
When someone no longer needs access (they’ve left, or were added by mistake), click Remove next to them in the Team members list and confirm. They lose access to that company right away. (This only removes them from this company; it doesn’t delete their account.)