Users, roles and stations

Invite people by the job they do and give each one the role, areas and stations that job needs.

Updated 23 September 2026

On this page

Why: Each person should see the work they do and change only what their job owns.
How: Invite from /app/settings/users with a role template, then adjust anyone's access later.

Invite someone

Step 1.
Open /app/settings/users (admins and owners only).
Step 2.
Under Invite a teammate, type their email and pick a Role template, or Customise the role, areas and stations yourself.
Step 3.
Press Invite. They receive an emailed link; until they accept, it sits under Pending invitations with Resend and Revoke invite.

Role templates

One per job. Only the templates that fit your products are offered, and Save as a template keeps any member's setup as your own.

Template	Role	Areas	Stations
Internal Sales	Sales	AI, Quotes, Orders and Customers	None
Applications Engineer	Engineer	AI, Quotes, Orders, Customers, Catalogue, Design, Wizard and Servicing	None
Estimator	Sales	Quotes and Catalogue	None
Buyer	Engineer	Suppliers, Orders and Stock	None
Stores	Engineer	Stock, Orders and Scan	Scan
Service Manager	Engineer	Servicing, Orders and Customers	None
Bench Operator	Operator	Servicing	Bench
Production Manager	Engineer	Machinist, Orders and Stock	None
Operator	Operator	Machinist and Scan	Machine and Scan
Transport Manager	Engineer	Route and Orders	None
Driver	Operator	Their stations only	Driver
Field Sales	Sales	Inspect, Customers and Route	None
Marketing	Sales	Inspect, Commerce and Wizard	None
Finance	Viewer	Orders, Customers, Suppliers and Billing	None
Administrator	Admin	Every area	None

The roles

Role	What it allows
Viewer	Read only. Sees requests, quotes, orders, customers, the catalogue and servicing but cannot create or change anything.
Operator	Works at a station: scans items in and out, records what was done and moves a job along. Never sees a price, a cost or a margin, and reaches no settings but their own profile.
Sales	Everything a viewer sees, plus creating and editing requests, quotes, orders and customers.
Engineer	Everything sales can do, plus managing the catalogue, catalogue schemas, design modules, servicing and stock.
Admin	Everything an engineer can do, plus organisation settings, members and invitations, pricing rules, special prices, integrations, API keys and imports.
Owner	Everything an admin can do, plus billing and the subscription plan.

Roles are enforced by the database on every route, not only hidden in the screens. Only an owner can make an owner, and the last owner cannot be removed.

Areas per member

Press Access beside a member to set Areas (Every area, or only the ones you tick) and Stations, then Save access. An area left off disappears from their menu and from what the AI offers them; Settings always keeps their own profile.

A member who holds stations sees Stations below the area groups in the menu. Opening one runs that station's screen under their own sign in, records both the station and the person on every scan and step, and Back to workspace returns them in one click.

Stations are created, and their device keys issued, under Settings then Organisation, Stations. A shared screen nobody is signed in to still uses its device key at /station.

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