Sortly makes teamwork easier by letting you control who can view or edit specific parts of your inventory. Owners and Admins have full access to the account, while Team Members are granted access based on assigned permissions.
In this article
How to Invite or Add a User
When you add a new user, you'll choose the level of permission they get. There are three user roles:
- Owner: Access to all folders and settings.
- Admin: Access to all folders with limited settings. Admins cannot add users, update billing information, or assign Role Permissions. On Enterprise plans, Admins can also assign Role Permissions and invite users as a Team Member or Custom Role.
- Team Member: Access to one or more folders. You can give Team Members edit or read-only access to each folder they need.
To invite a new user, go to Manage Team by clicking Settings > User Access Control > Manage Team.
From there, click Invite User.
Enter the user's information, including their role, and click Send Invite.
The user gets an email invite as soon as you click Send Invite. Their status changes from Pending Invitation to Accepted once they accept.
How to Remove a User
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1Go to Manage Team
Open Manage Team in your account settings.
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2Find the user
Locate the user's name in the list.
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3Remove them
Hover over the name and click the trash can icon to remove them.
Permissions Overview
Here's what each role can do when it comes to managing your team:
How to Set Permissions for the Team Member Role
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1Open Manage Team
Click the settings icon on the folder menu and select Manage Team.
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2Click Invite User
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3Choose the Team Member role
Enter the user's information and choose the Team Member role.
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4Set folder access
Click Add next to the folder you want the user to access. This gives them edit permissions. Choose View Only if you'd rather they not make changes. You can also revoke any previous permissions from this section.
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5Send the invite
Click Send Invite. The user's status changes from Pending Invitation to Accepted once they accept.
Additional User Seats
Each plan includes a set number of user seats. Included seats are part of your plan and cannot be removed. Only paid additional user seats can be removed and credited.
How to Add a User Seat
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1Go to Manage Team
Navigate to Manage Team in your account settings.
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2Add the seat
Click Add Seat in the upper-right corner.
How to Remove a User Seat
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1Go to Manage Team
Navigate to Manage Team in your account settings.
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2Remove the user
Remove any users occupying the seat(s).
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3Delete the seat
Click the trash can icon again to delete the additional seat entirely. You'll receive a credit for the unused time on that seat, which will be applied toward your next invoice.
Sharing Your Sortly Account with Customers
Adding as a New User
You can share inventory with your customers by adding them as a new user in Sortly. See how to create a new user. All customers should be given a Team Member role.
Without Giving Sortly Access
If you don't want to give your customers a login, you can export CSV, Excel, or PDF reports and send those directly to share information about the inventory you have on hand. See how to export reports.