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Managing your team

As the primary account owner, you can invite your team members into your Qoblex account. Once invited, individual staff members can log in to the system and help you run your daily inventory and order management operations.

After creating a staff member, you can set permissions and control what parts of the system each member can access.


Add a Team Member

To add a team member to your Qoblex account:

  1. Go to the Users module.
  2. At the top-right corner, click Create User.
  3. Enter the username of the user.
  4. Enter the email address of the user.
  5. Select the timezone information.
  6. Click Save & Close.

Once saved, your team member will receive an email with an invitation link to join your organization.

Assigning User Permissions

Once you invite a team member, you can give them specific permissions to access different modules of your Qoblex account.

To change a team member’s permissions:

  1. Go to the Users module.
  2. Select the tile of the user you want to manage.
  3. A dialog box will appear. Click Permissions.
  4. You can select the role you want to set for the user: Member, Admin, or Owner.
  5. Toggle the switch for the permissions that you want the user to access.
  6. Click Save & Close.

The following are the permissions that you can allow for your members:

Dashboard SalesThis will allow the user to access the Dashboard Sales tiles.
Dashboard InventoryThis will allow the user to access the Dashboard Inventory tiles.
Dashboard PurchasesThis will allow the user to access the Dashboard Purchases tiles.
Inventory The user will have access to the Inventory module and will have the ability to make changes to your products’ information.
Stock ControlThe user will have access to the Stock Control module that contains Purchases, Adjustments, and Transfers.
Purchase OrdersThe user can view and create Purchase orders.
Approve Purchase OrdersThe user can approve pending or draft purchase orders.
AdjustmentsThe user can create adjustments to your products or variants.
Stock TransfersThe user can create stock transfers across your locations.
SalesThe user can access your Sales module and manage your sales orders.
AnalyticsThe user can access your Analytics module and track your Sales and Inventory reports.
ForecastingThe user can access your Forecasting module and create purchase orders from this view.
ContactsThe user can access your Contacts module and add/delete contact information from your customers and suppliers.
SuppliersThe user can access your Suppliers module and add/delete contact information from your saved suppliers.
CustomersThe user can access your Suppliers module and add/delete contact information from your saved customers.
AccountThe user can access your Account Settings module and make changes to your account.
IntegrationsThe user can access your Integrations module and access your Integrations list.
UsersThe user can access your Users module and add a team member or a partner.
ActivityThe user can access your Activity module and track the activities done to your account.

Notifications

In the same dialog box of each member’s tile in your Users page, you have the option to allow each member of your team to receive a daily summary email about warnings and errors from your Activity feed. You can toggle the switch to enable or disable this option for them.

Delete or Revoke a Team Member

Owners of the account can revoke a team member’s access to your Qoblex, as well as members can have the option to delete their accounts on their end permanently.

To revoke a team member from your account:

  1. Go to the Users module.
  2. Select the tile of the user that you want to delete.
  3. At the bottom-left corner, click Delete user.

Once done, all permissions and overall access to your Qoblex account have been revoked from the user permanently. You can re-invite them by clicking the Create User option.

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