One role for each teammate, in the portal and in OpenBoxes

Who manages the team

• The account owner can invite, change, deactivate and remove any teammate, including Admins, and is the only person who can make someone an Admin or change an Admin.
• An Admin can invite Managers, Users and Viewers, and change the role of, deactivate, remove or resend the invitation of any of them, one at a time or several together.
• An Admin cannot change, deactivate or remove the account owner, another Admin or themselves.
• Nobody can change their own role or remove themselves on the Users page.
• Everyone on the team can open Users and see a read-only team list with each person's name, role and status.
• The account owner and Admins see Recent team changes: who did what to whom and when, for the last 90 days.

Choosing a teammate's OpenBoxes locations

For each Manager, User and Viewer, the account owner or an Admin chooses All locations (the default) or Only these locations, ticking at least one from a searchable list. They choose it in the Invite User dialog, or later on the teammate's page in Users.

• With Only these locations, the OpenBoxes location chooser lists only the teammate's locations: the setting decides what the chooser offers. Some shared lists, such as products, stay visible to them. A location limit organizes who works where, and some details of another location can still be opened from a direct link, such as a stock movement's page. On a Dedicated or Enterprise plan, for now, a limited Manager or User can still record stock at another location with a hand-built request, although the OpenBoxes screens never offer it.
• The Users page shows a chip with how many locations a teammate has, for example "3 locations".
• Admins always work at all locations. Making a teammate an Admin gives them every location.
• For a teammate whose OpenBoxes user is a Superuser, locations are set inside OpenBoxes, not from the portal.
• A change reaches OpenBoxes straight away, or within a few minutes if OpenBoxes can't be updated at once. For someone who has not opened OpenBoxes yet, it applies when they first do.
• The setting applies inside OpenBoxes. The portal's Reports page still shows every location, and the scheduled CSV export and stock alerts still cover every location for the teammates who receive them.

Every detail in the team guide →