Members

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

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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:

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.

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.

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

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 data 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

On mobile, create and manage custom roles in Settings > Team Members > Roles & Permissions.

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Frequently Asked Questions

Looking for more info? Browse our FAQ:

Managing membersRoles & permissions