Limited Access is a lightweight role for field and warehouse teams who need to scan, move, and update inventory, without full admin access to reports, settings, or item details. It's a cost-effective way to extend Sortly to more users while staying in control of who can do what.
Enterprise
⚠️ Available only on Enterprise plans. Contact your Customer Success Manager to enable this role.
In this article
Typical users of the Limited Access role
This role is ideal for team members who regularly interact with inventory but don't need full system access. Examples include technicians, warehouse staff, site managers, and delivery drivers.
These users are often:
- Receiving goods and re-stocking shelves
- Picking or removing items to fulfill an order
- Scanning inventory using barcodes or Bluetooth-enabled devices
- Updating item counts and associating items with jobs, sites, or projects
What Limited Access users can and cannot do
How to add a Limited Access user
To invite someone as a Limited Access user:
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1Go to your Manage Permissions settings in Sortly
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2Click Invite User
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3Under User Seat Type, choose Limited Access, then Limited for the Role
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4Complete the rest of the invitation process and send
