> For the complete documentation index, see [llms.txt](https://www.boxhero.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://www.boxhero.io/docs/concepts/members.md).

# Members

Manage your team members in BoxHero. You can invite new members, assign roles and permissions, and remove members as needed.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2F1I5MrnJB2WEH4Nd0IEBO%2F01_Members.jpg?alt=media&amp;token=4612d5e0-ca37-44af-9933-e8a4c5dc119a" alt=""><figcaption></figcaption></figure>

***

## Member Settings

BoxHero supports team collaboration so you can manage your inventory with your team in a shared workspace. Invite members, assign tasks, and grant custom permissions for specific roles and responsibilities.

You can monitor **who** made changes, **when** they were made, and **which items** were involved in inventory transactions.

## Invite Members

To add team members to your BoxHero team, go to <mark style="color:$primary;">`Settings`</mark> > <mark style="color:$primary;">`Members`</mark> > <mark style="color:$primary;">`Invite Members`</mark>.

You can invite members to join BoxHero in two ways:

1. **Via Email**: Send a direct invitation to their email address.
2. **Via Link**: Generate an invitation link. The link remains valid for **24 hours**.

{% embed url="<https://customer-0jrbilsa8yt3k758.cloudflarestream.com/1ba5bb0462275c534feb0efa08592e5b/iframe?autoplay=true&controls=false&letterboxColor=transparent&loop=true&muted=true&poster=https://customer-0jrbilsa8yt3k758.cloudflarestream.com/1ba5bb0462275c534feb0efa08592e5b/thumbnails/thumbnail.jpg?height=1080&preload=true>" %}

## Authorization Levels

Choose from one of the following authorization levels and assign roles:

* <mark style="color:$primary;">`Admin`</mark>: Full access, including inviting members and managing payment settings.
* <mark style="color:$primary;">`Member`</mark>: Can modify data but cannot perform tasks requiring admin privileges.
* <mark style="color:$primary;">`Viewer`</mark>: Can view data but cannot make modifications.

<details>

<summary><strong>Permissions by Authorized Roles</strong></summary>

<table><thead><tr><th width="144.033447265625">Feature</th><th width="249.07159423828125">Description</th><th width="94.9288330078125">Admin</th><th width="102.87591552734375">Member</th><th>Viewer</th></tr></thead><tbody><tr><td><strong>Items</strong></td><td>View, Add, Edit, Delete</td><td>✔️</td><td>✔️</td><td>View Only</td></tr><tr><td><strong>Inventory Transactions</strong></td><td>Record <strong>Stock In, Out, Adjust, Move</strong> Transactions</td><td>✔️</td><td>✔️</td><td>-</td></tr><tr><td></td><td>Record <strong>Draft</strong> Transactions</td><td>✔️</td><td>✔️</td><td>-</td></tr><tr><td></td><td>Manage <strong>Transaction</strong> <strong>History</strong></td><td>✔️</td><td>✔️</td><td>View Only</td></tr><tr><td><strong>Data Center</strong></td><td>Manage <strong>Attributes</strong>, <strong>Locations</strong>, <strong>Partners</strong>, <strong>Bundles</strong></td><td>✔️</td><td>✔️</td><td>View Only</td></tr><tr><td><strong>Barcode Labels</strong></td><td>Print Barcode Labels</td><td>✔️</td><td>✔️</td><td>✔️</td></tr><tr><td></td><td>Manage Label Templates</td><td>✔️</td><td>✔️</td><td>-</td></tr><tr><td><strong>Purchases</strong><br><strong>&#x26; Sales</strong></td><td>Manage Orders (<strong>Purchases</strong>, <strong>Sales</strong>, <strong>Returns</strong>)</td><td>✔️</td><td>✔️</td><td>View Only</td></tr><tr><td></td><td>Manage <strong>Price</strong> <strong>Lists</strong></td><td>✔️</td><td>✔️</td><td>View Only</td></tr><tr><td><strong>Low Stock Alerts</strong></td><td>Manage <strong>Safety Stock</strong></td><td>✔️</td><td>✔️</td><td>View Only</td></tr><tr><td><strong>Inventory Link</strong></td><td>View, Add, Edit, Delete</td><td>✔️</td><td>-</td><td>-</td></tr><tr><td><strong>Inventory Count</strong></td><td>View, Add, Edit, Delete</td><td>✔️</td><td>✔️</td><td>-</td></tr><tr><td></td><td>Complete <strong>Task</strong> <strong>Sheets</strong></td><td>✔️</td><td>✔️</td><td>-</td></tr><tr><td><strong>Reports</strong></td><td>View <strong>Dashboard</strong> and <strong>Summary</strong></td><td>✔️</td><td>✔️</td><td>✔️</td></tr><tr><td></td><td>View <strong>Past Quantity</strong></td><td>✔️</td><td>✔️</td><td>-</td></tr><tr><td></td><td>View <strong>Inventory</strong> <strong>Reports</strong></td><td>✔️</td><td>✔️</td><td>✔️</td></tr><tr><td></td><td>Add <strong>Custom</strong> <strong>Formulas</strong> in Inventory Reports</td><td>✔️</td><td>-</td><td>-</td></tr><tr><td></td><td>View <strong>Sales</strong> <strong>Reports</strong></td><td>✔️</td><td>✔️</td><td>✔️</td></tr><tr><td></td><td>Manage <strong>Custom</strong> <strong>Analytics</strong></td><td>✔️</td><td>✔️</td><td>-</td></tr><tr><td><strong>Settings</strong></td><td>Manage <strong>Team</strong> Settings</td><td>✔️</td><td>-</td><td>-</td></tr><tr><td></td><td>Manage <strong>Member</strong> Settings</td><td>✔️</td><td>-</td><td>-</td></tr><tr><td></td><td>Manage <strong>Notification</strong> Settings</td><td>✔️</td><td>✔️</td><td>-</td></tr><tr><td></td><td>Manage <strong>Order</strong> Settings<br><sub>(Taxes, Discounts, Print Layout, Custom Fields)</sub></td><td>✔️</td><td>✔️</td><td>-</td></tr><tr><td></td><td>Manage <strong>Billing</strong> &#x26; <strong>Payments</strong></td><td>✔️</td><td>-</td><td>-</td></tr><tr><td></td><td>Receive <strong>Weekly Report Emails</strong></td><td>✔️</td><td>-</td><td>-</td></tr></tbody></table>

</details>

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2FwzBezVzSStnvSK5simtw%2Fboxhero-main%20authorized%20roles.jpg?alt=media&amp;token=fe97a98f-39fc-4ea2-9b53-7dccf4ad9620" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
**Note**: Roles control what each person can see and do.\
You can create custom roles & permissions by manually selecting the features you want to allow.
{% endhint %}

## Custom Roles & Permissions

Assign custom permissions to meet specific roles and responsibilities by going to <mark style="color:$primary;">`Settings`</mark> > <mark style="color:$primary;">`Members`</mark> > <mark style="color:$primary;">`Custom Roles`</mark>.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2FqtS4iVRSc8ticxSjhC5b%2Fboxhero_custom%20roles%20and%20permissions.jpg?alt=media&amp;token=06e4bb3f-bb2d-4aa1-ad58-d3e8bf67a798" alt=""><figcaption></figcaption></figure>

You can restrict or allow specific actions, such as <mark style="color:$primary;">`Stock In`</mark>/<mark style="color:$primary;">`Stock Out`</mark> transactions or access to sensitive information like sales data.

* **Basic Data**
  * Items
  * Attributes
  * Partners
  * Locations
* **Inventory Transactions**
  * Stock In
  * Stock Out
  * Adjust Stock
  * Move Stock
  * Draft Stock In
  * Draft Stock Out
  * Draft Move Stock
* **Purchases & Sales**
  * Cost & Purchase Order (PO)
  * Price & Sales Order (SO)
* **Reports**
  * Inventory, Dashboard, Summary, Past Quantity
* **Viewable Item Attributes**
  * All [attributes](/docs/concepts/attributes.md) or only selected ones

{% embed url="<https://customer-0jrbilsa8yt3k758.cloudflarestream.com/0c60f8d20563279fc422c6062972e943/iframe?autoplay=true&controls=false&letterboxColor=transparent&loop=true&muted=true&poster=https://customer-0jrbilsa8yt3k758.cloudflarestream.com/0c60f8d20563279fc422c6062972e943/thumbnails/thumbnail.jpg?height=1080&preload=true>" %}
On mobile, create and manage custom roles in <mark style="color:$primary;">`Settings`</mark> > <mark style="color:$primary;">`Team Members`</mark> > <mark style="color:$primary;">`Roles & Permissions`</mark>.
{% endembed %}

***

## Frequently Asked Questions

**Looking for more info?** Browse our FAQ:

{% content-ref url="/spaces/mkYNU2xLl20GSI6NQQ6q/pages/bcNE6JXcWxGgkkyb6rph" %}
[Managing members](/docs/faq/team-management/managing-members.md)
{% endcontent-ref %}

{% content-ref url="/spaces/mkYNU2xLl20GSI6NQQ6q/pages/JaOAEfkv1UNIzU1M0toR" %}
[Roles & permissions](/docs/faq/team-management/roles-and-permissions.md)
{% endcontent-ref %}