Module
Users, roles and permissions
Invite your team and control exactly what each person can see and do.
What it does
Add team members by email invitation or create them directly, then assign a role. Roles are made of granular permissions, so you can build custom roles (for example an ‘Auditor’ who can audit but not edit the catalogue). Owners and admins can reset passwords and enable or disable users.
Step by step
- Go to Settings → Users and click Invite or Add user.
- Enter their name, email and (optionally) mobile with country code.
- Pick a role, or open Roles to create a custom one and tick permissions.
- Invited users set their own password from the email link.
- Manage anyone later: update profile, set password, send a reset link, enable, disable or remove.
Tips and good practice
- Give people the least access they need. Use custom roles.
- Mobile numbers can be used to sign in (a one-time code is emailed to the user).
- Disable a user instead of deleting if they may return.
Quick links
Need a hand? Email support@truestock.app or WhatsApp +91 8800567676.
