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 the video below:
Steps for adding a new user/customer
1. Go to the Settings section and select "Manage User" (https://app.sortly.com/manage-members)
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.
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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 the 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.
