Members
Manage your team members in BoxHero. You can invite new members, assign roles and permissions, and remove members as needed.
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 Settings > Members > Invite Members.
You can invite members to join BoxHero in two ways:
Via Email: Send a direct invitation to their email address.
Via Link: Generate an invitation link. The link remains valid for 24 hours.
Authorization Levels
Choose from one of the following authorization levels and assign roles:
Admin: Full access, including inviting members and managing payment settings.Member: Can modify data but cannot perform tasks requiring admin privileges.Viewer: Can view data but cannot make modifications.
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.
Custom Roles & Permissions
Assign custom permissions to meet specific roles and responsibilities by going to Settings > Members > Custom Roles.
You can restrict or allow specific actions, such as Stock In/Stock Out 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 or only selected ones
Settings > Team Members > Roles & Permissions.Frequently Asked Questions
Looking for more info? Browse our FAQ:
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