Ventory offers different levels of access across the platform, depending on the user’s role.
Each role comes with a specific set of permissions, ensuring that users only see and manage what’s relevant to their responsibilities.
Whether it’s managing the entire company account or handling tasks at a specific warehouse, roles help keep things organised, secure, and efficient.
Company roles
Administrator
Admins have full control over the company account. They can access all company-related information and are able to view, add, and update details as needed — whether it's at the company level or within any stock location.
For companies with multiple stock locations, Admins can manage and modify information across all locations.
You can assign more than one Admin to the account, making it easy to share responsibilities.
Employee
This role is designed for users who don’t need admin-level access. While they won’t manage the company account, they can still take on different responsibilities at individual stock locations.
For example, an Employee might be:
A Manager at Stock Location A
A Supervisor at Stock Location B
A Viewer for Stock Locations B and C
This flexible structure allows you to assign access based on each person’s day-to-day work.
Roles at the stock location level help define what users can do in specific warehouses or facilities. These include:
Manager : Highest level of access within a stock location, with control over local operations but no company-wide permissions.
Supervisor : Can oversee operations and assist with team management
Field Users : Ideal for team members working on-site with inventory
Viewer : Read-only access for monitoring purposes
See below the matrix for each user role the their permissions.
Functionality | Administrator | Manager | Supervisor | Field User | Viewer |
Create Company | ✓ | - | - | - | - |
Update the branding | ✓ | - | - | - | - |
Feature Toggles | ✓ | - | - | - | - |
Create Bin statuses | ✓ | - | - | - | - |
Set barcode configurations | ✓ | - | - | - | - |
Set Scan rules | ✓ | - | - | - | - |
Add users | ✓ | Yes, only for locations assigned to them | - | - | - |
Update user roles (Company level) | ✓ | - | - | - | - |
Delete user roles (Company level) | ✓ | - | - | - | - |
Update user roles (Stock location level) | ✓ | ✓ | - | - | - |
Update user roles (Stock location level) | ✓ | ✓ | - | - | - |
Remove users | ✓ | Yes, only for locations assigned to them | - | - | - |
Get user list | ✓ | ✓ | ✓ | ✓ | - |
Configure Custom Fields | ✓ | - | - | - | - |
Add Stock Locations | ✓ | - | - | - | - |
Edit Stock Locations | ✓ | ✓ | - | - | - |
Add bins to a Stock location | ✓ | ✓ | - | - | - |
Edit bins in a Stock location | ✓ | ✓ | - | - | - |
Remove bins form a Stock location | ✓ | ✓ | - | - | - |
Delete Stock Locations | ✓ | - | - | - | - |
Set Triggers | ✓ | - | - | - | - |
Delete Triggers | ✓ | - | - | - | - |
Manage subscription (billing) | ✓ | - | - | - | - |
View Alerts | ✓ | ✓ | ✓ | ✓ | ✓ |
View Orders | ✓ | ✓ | ✓ | Yes, only orders assigned to them | ✓ |
Create orders on web | ✓ | ✓ | ✓ | - | - |
Create orders on mobile app | ✓ | ✓ | ✓ | - | - |
Assign orders | ✓ | ✓ | ✓ | - | - |
Re-assign orders | ✓ | ✓ | Yes, only orders created by themselves | Only orders assigned to themselves | - |
Edit orders on desktop | ✓ | ✓ | Yes, only orders created by themselves | - | - |
Edit orders on mobile app | ✓ | ✓ | Yes, only orders created by themselves | - | - |
Delete orders | ✓ | ✓ | - | - | - |
Create report configurations (Orders) | ✓ | - | - | - | - |
Edit report configurations (Orders) | ✓ | - | - | - | - |
Delete report configurations (Orders, Tasks, Stock) | ✓ | - | - | - | - |
Export reports (Orders) | ✓ | ✓ | ✓ | ✓ | ✓ |
Complete orders (on web) | ✓ | ✓ | ✓ | ✓ | - |
Complete orders (on mobile app) | ✓ | ✓ | ✓ | ✓ | - |
Cancel orders | ✓ | ✓ | - | - | - |
Import Part Master data | ✓ | ✓ | - | - | - |
Delete products from Reference data | ✓ | ✓ | - | - | - |
Edit Part Master data | ✓ | ✓ | - | - | - |
View Part Master data | ✓ | ✓ | ✓ | ✓ | ✓ |
Import Stock data | ✓ | ✓ | - | - | - |
View Stock data | ✓ | ✓ | ✓ | ✓ | ✓ |
View Stock history | ✓ | ✓ | ✓ | - | - |
View Inventory count | ✓ | ✓ | ✓ | - | ✓ |
Create Inventory count | ✓ | ✓ | ✓ | - | - |
Delete Inventory count | ✓ | ✓ | - | - | - |
Edit Inventory count (future) | ✓ | ✓ | - | - | - |
Execute Inventory Count (mobile app) | ✓ | ✓ | ✓ | ✓ | - |
Quick actions (mobile app) | ✓ | ✓ | ✓ | ✓ | - |
View Dashboards | ✓ | ✓ | ✓ | ✓ | ✓ |
View Contact | ✓ | ✓ | ✓ | ✓ | ✓ |
Create Contact | ✓ | - | - | - | - |
Update Contact | ✓ | - | - | - | - |
Delete Contact | ✓ | - | - | - | - |
Create Containers | ✓ | ✓ | ✓ | ✓ | - |
Update Containers | ✓ | ✓ | ✓ | ✓ | - |
Delete Containers | ✓ | ✓ | ✓ | ✓ | - |
Asset Management | ✓ | Cannot assign but can sign. Will have to ask for a return from Admin | Cannot assign but can sign | Cannot assign but can sign | Cannot assign but can sign |
Picking Process | ✓ | ✓ (can complete a picking process) | ✓ (can complete a picking process) | ✓ (can complete a picking process) | - |
Change Language | ✓ (company Level) | ✓ | ✓ | ✓ | ✓ |
Create Lots | ✓ | ✓ | ✓ | ✓ | - |
Update Lots | ✓ | ✓ | ✓ | ✓ | - |
Delete Lots | ✓ | ✓ | ✓ | ✓ | - |
Create Tags | ✓ | - | - | - | - |
Delete Tags | ✓ | - | - | - | - |