How permissions decide what each person sees

Access in StockBold has two layers. A role is a template that gives a person a set of permissions. Individual permissions can then be adjusted for that person: you can tick a permission their role does not include, or untick one it does, and the person keeps the role either way.

Both layers are in Settings, then Users. You only see that menu entry if you have the Add / Edit / Delete Users permission yourself.

Change a person's role

1. Open Settings, then Users.
2. Click the person's row to open their page.
3. On the Role tab, select a role from the list.
4. If you want to check the role before committing, review the panel underneath. It lists every permission the role includes, grouped by area.
5. Click Save.

Only rows for people who have accepted their invitation open. A pending invite, your own row and the owner's row do not open.

Changing the role gives the person the new role's permissions. Adjustments that differ from the new role stay: a permission you granted on top is still granted, and one you took away is still taken away. Adjustments that only repeated what the old role gave are dropped.

Adjust individual permissions

1. Open Settings, then Users.
2. Click the person's row.
3. Open the Permissions tab.
4. Tick a permission to grant it, or untick it to take it away.
5. Click Save.

Each tab saves on its own. The Save button on the Role tab saves only the role, the one on the Permissions tab only the permissions, and the one on the Departments tab only the departments. Save before you move to the next tab.

Permissions with the From Role badge came from the person's role. Unticking a badged permission takes it away from that person only. Ticking an unbadged permission grants it to that person only. Each entry has a short description of what it covers.

Viewing and managing features

Some permissions govern viewing and others govern changing, and they are separate ticks. Documents and Assembly appear in the menu only for someone with View Documents or View Assembling Project; Manage Documents or Manage Assembling Project alone is not enough.

Supplier claims work differently: either View Supplier Claims or Manage Supplier Claims opens them, and Manage Supplier Claims allows reporting and closing claims. When you grant a Manage permission, grant the matching View permission alongside it.

Shelves have their own permission. Manage Shelves allows adding, renaming and deleting a warehouse's shelves. Manage Warehouses covers the warehouses themselves but not their shelves. Either permission shows Warehouses in the Settings menu, and without Manage Shelves the Shelves window opens read-only. Shelves are included in the Starter plan and above.

Admins and the owner

Someone whose role is Admin holds every permission, including permissions added to StockBold later, whatever is ticked. Their Permissions tab is read-only and says so. To limit what an Admin can do, give them another role.

The organisation owner also has every permission, on every screen. The owner's row shows Full access and does not open for editing. Only the owner can change the organisation's settings, export all its data, delete it, transfer ownership, and manage the plan and billing.

You cannot change your own role, permissions or departments, and your own row does not open. Ask another administrator, or the owner, to make the change.

Money and mail

Stock values are shown only to people with View Inventory Value. Purchase prices are also visible to anyone who can create, approve or pay purchase orders or record their invoices. Everyone else sees the same pages with the money left out.

View Supplier Mail opens the supplier inbox, but each person's inbox is their own. No role, not even an Admin or the owner, can read a colleague's mail.

When someone cannot see a feature

Work through these checks in order rather than re-granting permissions at random.

1. Open Settings, then Users.
2. Click the person's row.
3. On the Permissions tab, find the permission whose description matches the feature and check whether it is ticked.
4. If they can reach the area but cannot act in it, check for a second permission. Viewing and changing are usually separate entries in the same group.
5. Open the Departments tab. If any department is ticked, the person only sees the products, suppliers and the orders, movements, stock counts, claims and assemblies belonging to those departments. See Departments: limiting what each person sees.
6. Check the plan. A feature your plan does not include shows a lock or an invitation to upgrade for everyone.
7. If the settings look correct, ask the person to reload StockBold or sign out and back in.

Permissions are read when someone signs in, reloads the page or switches organisation. Their open browser session keeps using what it loaded then, so someone on the page while you change their access will not see the difference until they reload.

How a missing permission appears depends on the area. Menu entries a person has no permission for are not shown, including Shipments, Purchase Orders, Reports, Stock Counts, Supplier Claims, Documents and Assembly. Buttons for actions they cannot take are hidden too.

Typing the address of Stock Counts or Reports returns the person to the dashboard. Supplier Claims, Documents and Assembly open and say they have no permission. A Settings page they have no permission for is left out of the Settings menu; if reached by its address, it says You don't have permission to access this page and asks them to ask the owner or an administrator for access.

Set access before someone joins

In the invite dialog, choose a role, or on Pro and above switch to Customize permissions instead and pick individual permissions. Inviting with individual permissions assigns no role, so everything that person can do comes from the boxes you tick. You can still assign a role later.

StockBold ships with five roles: Admin, Purchasing, Accounting, Operator and Organization Manager. Roles cannot be created or edited. See Team roles explained.