Team Management
Invite team members, assign roles, and control access to your inventory system across locations.
Understanding teams
A team is your organization in BREWOPS. Everyone who needs access to your inventory—managers, staff, owners—is part of your team. Team management lets you control who can access what.
Team management allows you to:
Invite members
Add staff to your team via email invitation
Assign roles
Control what each person can see and do
Assign locations
Limit access to specific locations
Configure permissions
Fine-tune access for managers and members
Team roles
Each team member has a role that determines their base level of access. There are three roles:
Admin
Full access to everything
- Manage team members
- Configure permissions
- Access all locations
- View all reports
- Manage billing
Manager
Manage assigned locations
- Access assigned locations
- Permissions set by admin
- View relevant reports
- Cannot manage team
- Cannot change settings
Member
Basic access for daily tasks
- Access assigned locations
- Limited permissions
- View-only by default
- Cannot manage team
- Cannot access settings
Customizable permissions
Admins can configure granular permissions for Manager and Member roles. Go to Settings → Team → Permissions to customize what each role can do.
Inviting team members
Steps to invite a team member
What happens next
Invitation sent
They receive an email with a link to join your team
Account creation
They create an account (or sign in if they already have one)
Access granted
They can now access your team with their assigned role and locations
Managing invitations
Track pending invitations and resend or cancel them as needed.
View pending
See all invitations that haven't been accepted yet
Resend invitation
Send the invitation email again if they didn't receive it
Cancel invitation
Revoke an invitation before it's accepted
Location assignment
Control which locations each team member can access. This is especially useful for businesses with multiple locations.
How location access works:
- Admins always have access to all locations
- Managers and Members only see their assigned locations
- Stock, products, and reports are filtered to their locations
- You can assign multiple locations to one person
Managing existing members
Change role
Promote a member to manager or change a manager to member
Update locations
Add or remove location access for a team member
Remove from team
Revoke access completely (they lose access immediately)
View activity
See what actions a team member has taken
Removing team members
When you remove someone from your team, they immediately lose access. Their past actions remain in the activity log. You can re-invite them later if needed.
Best practices
Use appropriate roles
Give people the minimum access they need. Start with Member and upgrade if necessary.
Assign specific locations
Don't give access to all locations unless needed. This reduces errors and data exposure.
Review access regularly
Periodically check who has access and remove people who no longer need it.
Use descriptive names
Encourage team members to use their real names for easier identification.