Members
Manage your team members in BoxHero. You can invite new members, assign roles and permissions, and remove members as needed.
Member Settings
Section titled “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
Section titled “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
Section titled “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.
Permissions by Authorized Roles
| Feature | Description | Admin | Member | Viewer |
|---|---|---|---|---|
| Items | View, Add, Edit, Delete | ✔️ | ✔️ | View Only |
| Inventory Transactions | Record Stock In, Out, Adjust, Move Transactions | ✔️ | ✔️ | - |
| Record Draft Transactions | ✔️ | ✔️ | - | |
| Manage Transaction History | ✔️ | ✔️ | View Only | |
| Data Center | Manage Attributes, Locations, Partners, Bundles | ✔️ | ✔️ | View Only |
| Barcode Labels | Print Barcode Labels | ✔️ | ✔️ | ✔️ |
| Manage Label Templates | ✔️ | ✔️ | - | |
| Purchases & Sales | Manage Orders (Purchases, Sales, Returns) | ✔️ | ✔️ | View Only |
| Manage Price Lists | ✔️ | ✔️ | View Only | |
| Low Stock Alerts | Manage Safety Stock | ✔️ | ✔️ | View Only |
| Inventory Link | View, Add, Edit, Delete | ✔️ | - | - |
| Inventory Count | View, Add, Edit, Delete | ✔️ | ✔️ | - |
| Complete Task Sheets | ✔️ | ✔️ | - | |
| Reports | View Dashboard and Summary | ✔️ | ✔️ | ✔️ |
| View Past Quantity | ✔️ | ✔️ | - | |
| View Inventory Reports | ✔️ | ✔️ | ✔️ | |
| Add Custom Formulas in Inventory Reports | ✔️ | - | - | |
| View Sales Reports | ✔️ | ✔️ | ✔️ | |
| Manage Custom Analytics | ✔️ | ✔️ | - | |
| Settings | Manage Team Settings | ✔️ | - | - |
| Manage Member Settings | ✔️ | - | - | |
| Manage Notification Settings | ✔️ | ✔️ | - | |
| Manage Order Settings (Taxes, Discounts, Print Layout, Custom Fields) | ✔️ | ✔️ | - | |
| Manage Billing & Payments | ✔️ | - | - | |
| Receive Weekly Report Emails | ✔️ | - | - |
Custom Roles & Permissions
Section titled “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
- Orders
- Cost & Purchase Order (PO)
- Price & Sales Order (SO)
- Reports
- Inventory, Dashboard, Summary, Past Quantity
- Viewable Item Attributes
- All attributes or only selected ones
On mobile, create and manage custom roles in Settings > Team Members > Roles & Permissions.
Frequently Asked Questions
Section titled “Frequently Asked Questions”Looking for more info? Browse our FAQ: