With Sortly Advanced or Ultra plans, you can give team members, employees, or customers limited or full access to your inventory.
Every new user must be assigned a role so they only interact with the inventory that is relevant to them. (Learn more about the 3 user roles here)
Note: Adding users and assigning permissions is only available with Sortly Advanced or Ultra plans. The Sortly Free plan does not support multi-user access.
See video below:
Steps for adding a new user/customer
1. Go to Settings section and select "Manage User"
2. Click on "Invite User"
3. Add User details, Assign a Role and click invite. (Learn more about the 3 user roles here)
4. The invited user will receive an email to log into Sortly and set up their password.
----------
Run out of user slots? Add more Subscriptions:
To add more user slots follow the steps below
1. Click on the "Add More User Subscriptions" button on the page
2. Select number of users and submit
Note: Additional user is $3 per user / per month if you are on a month-to-month plan and $30 per user / per year if you are billed annually.
