User permissions let you choose what each person on your team can see and change. This keeps private numbers safe and gives each person the tools they need.
Before you start
Invite the user and have them accept the invite. See How to Add a User and Set Permissions. That article also covers store (non ConnectStock) permissions.
Admins see everything, so they have no permission settings.
Open a user's permissions
Click your profile icon at the top right and choose Users.
Click the gear icon next to the user's role. Set Permissions opens.
Open the ConnectStock tab.
Under Files, pick the inventory files this user can use.
Set each permission (see below).
Make sure at least 1 store is picked on the Stores tab. Then click Save.
Inventory Files
View only: sees the file settings but can't change them.
Edit and View: sees and changes the file settings.
None: no access to the file settings.
Items
View All Items: sees every item.
View User's Items: sees only items where this user is a buyer.
Edit All Items: sees, creates and changes every item.
Edit User's Items: sees and changes only items where this user is a buyer.
With a "User's Items" option, the user's reports and Item Fees show only those items too.
Reports
For each of these, pick View or None:
Inventory Summary Report
Inventory Ledger Report
Inventory Aging Report
Turnover Report
Inventory Forecasting Report
With View, the user sees the items their Items permission allows.
Transactions and lists
For each of these, pick View only, Edit and View, or None:
Bills
Purchase Orders
Sales Orders
Invoices
Item Fees
Adjustments
Assemblies
Warehouse Transfers
Item Transfers
FBA Shipments
Warehouses
Vendors/Customers
View only: sees all of that type.
Edit and View: sees, creates and changes all of that type.
None: no access.
Most of these can't be limited to the user's own items. 2 work differently:
Item Fees follow the user's Items setting.
FBA Shipments show only the user's stores. If View Products on the Stores tab is set to "User's products", they show only shipments with products where the user is a buyer on Listings. Shipment transfers follow the user's Items setting.
Make the user a buyer of an item
Go to ConnectStock, then Items, and open the item.
Click Edit.
On the Additional Information tab, under Buyer, add the user. An item can have more than 1 buyer.
Click Save.
You can add a buyer this way only to Inventory and Assembly items. Non Inventory and Service items have no Buyer field. To add a buyer to them, use the Buyers column when you import items from a spreadsheet.
Profit report access
To let a user see P&L reports for some products, make them the buyer of each SKU on the Listings page. See How to Add a User and Set Permissions for the steps.
Frequently asked questions
The user sees no items.
With a "User's Items" option, they only see items where they're a buyer. Add them as a buyer, or pick an "All Items" option.
I don't see the gear icon for a user.
That user is an Admin or an Accounting Company. Admins already see everything.