Settings and people

Organization-level controls now live in Settings. That includes the group name, people, inventory metadata, and billing.

Settings overview

Settings is split into clear tabs so daily operational pages can stay focused on inventory, reservations, repairs, scanner, and reports.

Current settings people tab

People

  1. 1Open Settings and switch to the People tab.
  2. 2Invite a new person or edit an existing user card.
  3. 3Choose the right role, then adjust the permission toggles if this person needs a more specific access pattern.

Permission editing

Roles still provide sane defaults, but each membership can now be tuned with a fixed permission matrix.

Current settings people permission editor

Access and roles

PermissionDescriptionAccount OwnerAdminUserUser Read Only
View inventory
Inventory
See inventory lists, item details, photos, and status tabs.
Edit inventory
Inventory
Create gear and update item details, photos, notes, and labels.
Check gear in and out
Inventory
Run manual check-in and check-out flows for inventory items.
Manage inactive gear
Inventory
Move items into inactive statuses like Lost, Decommissioned, or Archived.
Manage inventory setup
Inventory
Maintain shared categories, locations, and import-related setup.
View reservations
Reservations
See reservation calendars, lists, and conflict details.
Manage reservations
Reservations
Create, edit, and cancel reservations.
Create repair tickets
Repairs
Open repair tickets from the app and public gear pages.
Comment on repairs
Repairs
Add updates and notes to existing repair tickets.
View repair queue
Repairs
See the repair workspace and the inventory items currently out for repair.
Manage all repairs
Repairs
Update ticket details, assign work, and close repair tickets.
View reports
Reports
Open reporting screens and export operational summaries.
Edit group settings
Settings
Change group profile details and organization settings.
Manage people and access
Settings
Invite users, update roles, and change permission settings.
View billing
Billing
See subscription status and billing information.
Manage billing
Billing
Open the billing portal and make subscription changes.
Note: Role defaults are only the starting point. The People tab lets you override individual permissions for a specific member without changing everyone else on the same preset role.

Inventory setup in Settings

Categories and locations are shared setup data, so they now live under Settings instead of inside the old inventory flow.

Current settings inventory tab

Use the Inventory tab in Settings to manage categories and locations, run CSV imports, and control the advanced inventory features for this group. Delete actions ask for confirmation so shared metadata is not removed accidentally.

Billing

Organization-level subscription management now lives under Settings, separate from the personal account menu.

Current settings billing tab
Note: Only the account owner can open the billing portal. Admins can see the Billing tab, but portal access stays restricted to the owner of the subscription.