Team

Beginner · 5 min · People & HR

Your users and their roles: see everyone who can log in, check their current role and change it.

Team

Screen layout sketch — the screenshot will appear here once it is added.

Why and when you use it

Each person who uses Stockivio should have their own login with the right role, so a salesman cannot see payroll and a new accountant cannot delete invoices. The owner or admin uses Team whenever someone joins, changes job or leaves. Detailed limits per role live in Staff & Limits.

Before you start

You need an owner or admin login
Know what each person's job is

Step by step

Open TeamIn the left sidebar open Team. The list shows Name, Email, Current Role and Change Role for every user.
Review current rolesRead down Current Role and check that each person has the role their job needs, no more.
Change a roleIn Change Role, pick the new role for the person and press Update.
Set limitsAfter changing a role, open Staff & Limits, check What each role can do, and press Save limits. Fill in the suggested defaults is a quick start.
Connect salesmenFor a salesman, also link his login to his salesman record in Salesman Mapping.
Remove access for leaversWhen someone leaves, change their role so they lose access on their last day.

Worked example

Sharma Traders has the owner, Pooja the accountant, and two salesmen with logins. Pooja is taking over payroll, and a salesman's login was accidentally given an office role.

The owner opens Team and reads the Current Role column.
For Imran, who should only use field screens, he picks the field role in Change Role and presses Update.
For Pooja, he picks the role that includes HR and payroll and presses Update.
He opens Staff & Limits, checks What each role can do and presses Save limits.

Result: Imran now sees only field screens on his phone, and Pooja can run Payroll. The Audit Log records both role changes.

💡 Tips

Give the least access a person needs; you can always add more.
Office and field users are counted separately against your plan; check Plan & Usage before adding logins.
Review Team every quarter and after anyone leaves.

⚠️ Common mistakes

Sharing the owner's login with staff, which makes the Audit Log useless.
Changing a role but not saving limits in Staff & Limits.

🎬 Video walkthrough (script — recording coming soon)

Scene 1: Open Team and explain the columns.
Scene 2: Change Imran's role and press Update.
Scene 3: Change Pooja's role and press Update.
Scene 4: Open Staff & Limits and press Save limits.
Scene 5: Show the change in Audit Log.