Managing team permissions

User roles overview

DropNext offers several user roles with different permission levels:

• Owner: Full access to all features and settings
• Administrator: Full access except billing and account deletion
• Manager: Can manage orders, inventory, and reports
• Order Processor: Can view and process orders only
• Inventory Manager: Can manage products and inventory only
• Analyst: Read-only access to reports and analytics
• Custom: Tailored permissions for specific needs

Adding team members

To add a new team member to your DropNext account:

1. Go to "Settings" > "Team Members" in your dashboard
2. Click "Add Team Member"
3. Enter the person's email address
4. Select their role or create custom permissions
5. Add a note about their responsibilities (optional)
6. Click "Send Invitation"

Custom permissions

To create custom permissions for a team member:

1. Select "Custom" when adding or editing a team member
2. Use the checkboxes to grant specific permissions
3. Permissions are grouped by category (Orders, Inventory, Reports, etc.)
4. For each category, you can grant View, Edit, or Admin access
5. Save the custom permission set

Managing existing team members

To manage your existing team members:

1. Go to "Settings" > "Team Members"
2. View all team members and their current roles
3. Click on a team member to edit their permissions
4. Use the "Deactivate" button to temporarily remove access
5. Use the "Remove" button to permanently delete the user

Activity logs

DropNext maintains detailed logs of user activity:

• View who made changes to orders, products, or settings
• See login history and access patterns
• Filter logs by user, date range, or activity type
• Export logs for compliance or auditing purposes