# Members

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-d9f70f7788511b6d1d27480e02b47097382736ee%2Fall-members.png?alt=media" alt=""><figcaption></figcaption></figure>

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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 <mark style="color:blue;">**`Settings`**</mark> > <mark style="color:blue;">**`Members`**</mark> > <mark style="color:blue;">**`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/46fa91b037bb408db680f64fe2b92185/iframe?autoplay=true&controls=false&letterboxColor=transparent&loop=true&muted=true&poster=https://customer-0jrbilsa8yt3k758.cloudflarestream.com/46fa91b037bb408db680f64fe2b92185/thumbnails/thumbnail.jpg?height=1080&preload=true>" %}

## 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.

{% 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 %}

<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>Submit Inventory Counts</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>

## Custom Roles & Permissions

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

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-f77c5fd89d9cf306fad8baee5a1056c0120bf272%2Fcustom-role-popup.png?alt=media" alt=""><figcaption></figcaption></figure>

You can restrict or allow specific actions, such as <mark style="color:blue;">**`Stock In`**</mark>/<mark style="color:blue;">**`Stock Out`**</mark> 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

***

## Frequently Asked Questions (FAQ)

### Can I restrict someone’s access to inventory data by location?

Currently, our permissions structure applies to the *team level*, which means that users can view all inventory data across the team's locations. To limit access, we recommend creating **separate teams** for different locations.

### Can I restrict someone’s access to transaction history?

No, all members can view the team’s inventory transactions history. Custom permissions do not allow restrictions on access to past data.

### Can multiple users be assigned admin privileges?

Yes, multiple users can be assigned as admins.

### Do users with viewer access count toward the user limit?

Yes, users with viewer access are included in the user count. If you only need to share inventory details, you can use the [**Inventory Link**](https://www.boxhero.io/docs/other-features/inventory-link) feature instead.