Account
Team and permissions
Invite members and choose the correct role for each person.
4 minute read
Available roles
| Role | Typical access |
|---|---|
| Owner | Controls the business and can invite administrators. |
| Admin | Has full operational access and can manage the team. |
| Manager | Manages inventory, orders, jobs, and reports. |
| Technician | Uses assigned parts, pickups, and jobs in Technician view. |
Only assign the access a person needs. Technician is the safest default for field staff who do not manage company inventory.
Invite a team member
- 1Open Team and select Invite Team Member.
- 2Enter the person’s email address.
- 3Choose Admin, Manager, or Technician. Only an Owner can invite an Admin.
- 4Send the invitation.
- 5If email delivery is unavailable, copy the invitation link shown by PorterBase and send it securely.
Technician records
A technician is a team member configured for field work. Technicians can have a default warehouse and Active or Inactive status. An inactive technician can still be viewed so managers can recover assigned inventory, but new changes for that technician are restricted.
Multiple businesses
A user can belong to more than one PorterBase business. Use the business switcher before making changes and verify the business name in the top bar. Roles and technician status may differ between businesses.