You can set up unlimited Employee accounts with your InventoryLab membership!
These can be created for anyone you want to have access to your InventoryLab account, such as people who help source, list, prep, help with bookkeeping, etc. You are able to select the amount of access you want each Employee account to have.
You will add employees via your Threecolts Manager. Then, you'll set up the proper permissions within InventoryLab.
To manage your Employee accounts, click your Users on the left side of your Threecolts Manager.
Adding an Employee Account
To create a new Employee account, click Invite User.
Enter the employee's email address, and select if you want them to have access to your Threecolts account as an Organization Admin or Regular user.
Then, choose which Application they will have access to and click Invite.
After Invite Accepted
Once the employee accepts, you will then go into InventoryLab to update their permissions.
Click Your Name>My Account>Employees on the left.
Click the pencil icon next to their email and add Permissions.
Available menus:
- Dashboard
-
Research
- Scout
- Scout History
-
List
- List & Prep
- Closed Batches
- Amazon Listing Errors
-
Inventory
- FBA
- Merchant
- Unlisted Inventory
-
Accounting
- FBA Sales
- Merchant Sales
- Refunds
- Reimbursements
- Other Income
- Inbound Shipping
- Mileage
- Other Expenses
- Disposition Management
-
Reports
- Supplier Profitability
- Category Profitability
- SKU Profitability
- ASIN Profitability
- Inventory valuation
- Velocity Report
- Removals & Disposals
- Sales Tax Report
- Profit & Loss
-
Insights
- Restock Report
- Settings
- Scoutify
Note: The Insights menu will not be available to select if you are not subscribed to Insights.
If you want the employee to have access to all menus in your account, click the Full Access toggle.
Once you've made your selections, click Submit to proceed or click Cancel to go back.
Once these steps have been completed, the employee will immediately have access and will be able to log into the account using their created Threecolts password.
You can also delete the Employee account should you need to do so. The employee can edit their Name in their own Threecolts account.
Deleting an Employee Account
To delete a Employee account, navigate back to the Users tab in the Threecolts manager.
Click the User Name of the Employee.
Choose Remove from Organization at the bottom.
When asked if you are sure, click YES to proceed with deleting the Employee account or click NO to go back.
0 comments
Article is closed for comments.