When you bring your team into Sortly, not everyone needs the same level of access. Sortly offers different user roles and requires a license (user seat) for each person who logs in.
This guide covers what a license is, the roles available, and how to manage them.
In this article
What is a License (User Seat)?
A license (or user seat) gives a person permission to log in and use Sortly.
• The number of licenses in your plan determines how many users you can invite.
• Add or remove seats anytime in Manage Team.
• Some roles, like Limited Access, are only available on Enterprise plans.
User Roles Overview
Here's what each role can do and who it's best suited for.
Permission Comparison
A quick side-by-side of specific permissions by role.
Custom Role and Limited Access Details
These two roles have extra nuance worth spelling out.
Custom Role
Define specific permissions such as:
- Add, edit, delete, clone, or move items and folders
- Show or hide prices
- Control access to item fields (name, quantity, photos, and more)
A Custom Role cannot exceed the permissions granted by an Admin or Owner.
Limited Access
Built for staff who scan, move, and update quantities without needing full system access.
Managing Users & Permissions
Adding Users
1Go to Settings → Manage Team.
2Select Invite User.
3Enter their email, assign a role, and set folder access.
4They'll receive an email invite to join.
Removing Users
Remove a user anytime from Manage Team. This frees up the license so you can assign it to someone else.
Setting Permissions
- Use Manage Permissions to control what each role can do.
- Team Members: assign Edit or View-only at the folder level.
- Custom Role: configure detailed permissions at the item and folder level.