Team, roles and security
For the administrator. A few minutes here decides who can see and change what.
Add a team member
- Open Team Members & Access.
- Click Add Team Member.
- Enter name, email and a first password, and choose the role.
- Tell the person to log in and change the password.
The base plan includes five users. If you need more, additional members are billed per user, and the screen shows when you reach the limit. See the pricing page for the current rate.
Roles
| Role | Access |
|---|---|
| Administrator | Everything, including billing, team and settings |
| Sales | Orders, parties, invoices, dispatch |
| Purchase | Purchase orders, suppliers |
| Production | Work orders, BOM, batches |
| QC | Tests, COA, complaints, CAPA |
| Packing | Packing station |
| Warehouse | Stock, dispatch, deliveries |
| Accounts | Receipts, payments, reports |
These limits are enforced by the server. Opening a restricted page by typing its address does not get around them.
Choose which departments exist
Workspace Modules switches departments on and off. A switched-off department disappears from the menu for everyone.
When someone leaves
Remove the person from the team list. Their login stops working and their open sessions end. The work they did stays in the records.
Keeping accounts safe
- Use a strong, unique password. Passwords are stored as salted hashes, so we cannot read them.
- Do not share one login between people. The audit log is only useful when every action has a name.
- Log out on shared computers.
- If you forget your password, use the forgot-password link on the login page.
Backups and data download
Automatic backups are kept for 30 days. You can also download a complete JSON backup yourself from Universal Data Portability & Safety.
Custom fields
In Universal Custom Fields Builder choose a module, name the field and add it. It then appears in that module's forms.
Billing and plan
See Billing and plans.