Settings and people
Manage your group’s name, people, inventory setup and billing from Settings.
People and access
Manage group members
- Open Settings and switch to the People tab.
- Invite a new person or edit an existing user card.
- Choose the right role, then adjust the permission toggles if this person needs a more specific access pattern.
Manage your group’s people example
Use People to invite members and manage their access. Group, Inventory and Billing have their own tabs.
Invite a volunteer
An invited person who has not created a password receives a 24-hour Create Password link. After they set a password, the link cannot be reused. If the person already has a GearScout password, the invitation sends them back to GearScout and their existing password continues to work across groups.
If the invitation expires, use the password reset form with the email address that received the invitation. Group membership is already saved. Reset links expire after four hours, so use the most recent email.
One-time-code sign-in remains available as an alternative. Password setup and reset links validate the token before accepting a new password and expire after use or after their time limit.
Choose roles and access
Handoff member was previously called “User (Read Only).” By default, members can check gear in and out, report and comment on repairs, and view reports. They can view inventory and reservations, with editing disabled.
Compare default role permissions
Handoff member · 6 of 16 permissions allowed by default.
Inventory
- View inventorySee inventory lists, item details, photos, and status tabs.
- Allowed
- Edit inventoryCreate gear and update item details, photos, notes, and labels.
- Not allowed
- Check gear in and outRun manual check-in and check-out flows for inventory items.
- Allowed
- Manage inactive gearMove items into inactive statuses like Lost, Decommissioned, or Archived.
- Not allowed
- Manage inventory setupMaintain shared categories, locations, and import-related setup.
- Not allowed
Reservations
- View reservationsSee reservation calendars, lists, and conflict details.
- Allowed
- Manage reservationsCreate, edit, and cancel reservations.
- Not allowed
Repairs
- Create repair ticketsOpen repair tickets from the app and public gear pages.
- Allowed
- Comment on repairsAdd updates and notes to existing repair tickets.
- Allowed
- View repair queueSee the repair workspace and the inventory items currently out for repair.
- Not allowed
- Manage all repairsUpdate ticket details, assign work, and close repair tickets.
- Not allowed
Reports
- View reportsOpen reporting screens and export operational summaries.
- Allowed
Settings
- Edit group settingsChange group profile details and organization settings.
- Not allowed
- Manage people and accessInvite users, update roles, and change permission settings.
- Not allowed
Billing
- View billingSee subscription status and billing information.
- Not allowed
- Manage billingOpen the billing portal and make subscription changes.
- Not allowed
Compare the default permissions for each role.
| Permission | Account owner | Admin | User | Handoff member |
|---|---|---|---|---|
| View inventoryInventory | Allowed | Allowed | Allowed | Allowed |
| Edit inventoryInventory | Allowed | Allowed | Allowed | Not allowed |
| Check gear in and outInventory | Allowed | Allowed | Allowed | Allowed |
| Manage inactive gearInventory | Allowed | Allowed | Not allowed | Not allowed |
| Manage inventory setupInventory | Allowed | Allowed | Not allowed | Not allowed |
| View reservationsReservations | Allowed | Allowed | Allowed | Allowed |
| Manage reservationsReservations | Allowed | Allowed | Allowed | Not allowed |
| Create repair ticketsRepairs | Allowed | Allowed | Allowed | Allowed |
| Comment on repairsRepairs | Allowed | Allowed | Allowed | Allowed |
| View repair queueRepairs | Allowed | Allowed | Not allowed | Not allowed |
| Manage all repairsRepairs | Allowed | Allowed | Not allowed | Not allowed |
| View reportsReports | Allowed | Allowed | Allowed | Allowed |
| Edit group settingsSettings | Allowed | Allowed | Not allowed | Not allowed |
| Manage people and accessSettings | Allowed | Allowed | Not allowed | Not allowed |
| View billingBilling | Allowed | Allowed | Not allowed | Not allowed |
| Manage billingBilling | Allowed | Not allowed | Not allowed | Not allowed |
Permission editing example
Roles provide default permissions, but choose individual permissions when a member needs different access.
Update your profile
Open the account menu and choose Profile to update your display name or add, replace, and remove a profile photo. The new name and avatar appear in the account menu and People list. Your sign-in email and billing details cannot be changed from the profile dialog.
Personal profile example
Each member can maintain their own display name and profile photo without changing their sign-in email.
Group setup
Set the label format
In the Group tab, choose the printer and label stock your organization normally uses. The preference applies to labels printed from individual gear records and to bulk label PDFs for everyone in the active group.
- Open Settings and choose the Group tab.
- Under Preferred printer and label format, select Avery 43801, Avery 35523, Avery 99x68-R (A4), or Dymo LabelWriter 1933084.
- Choose Save Group to apply the format to the active group.
- Open an item label or the bulk labels page and confirm the displayed stock before generating the PDF.
Only members with permission to edit Group settings can change the selection. If your printer or stock is not supported, use the request link beside the format selector. See the label format guide for dimensions, page layouts, and printing instructions.
Set up inventory
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.
Under Inventory features, you can turn Contained gear tracking and Verification checklists on or off for the whole group. When verification checklists are enabled, each item can define its own checklist; see Verification checklists in the inventory docs. Per-item public check-in/out and repair toggles are set on each gear record, not in Settings.
Inventory setup in Settings example
Categories and locations are shared setup data, so they now live under Settings instead of inside the old inventory flow.
Subscription
Manage billing
Billing example
Organization-level subscription management now lives under Settings, separate from the personal account menu.