Invite your team to Silo so that they can work together on managing inventory. You can set roles for different team members, depending on the permissions you want them to have.
You manage users on your User Settings page, accessible through the top-right settings menu, indicated with a cog icon. The User Settings page shows all your current users, their details and roles.
Users themselves set their email address, display name, and notification preferences in Silo. If one of your team is not receiving a particular email or notification in Silo, ask them to check their Account Details page.
You can invite new users to your account on your User Settings page.
- On the top right hand corner of the page, use the Add User button.
- In the dialog window that appears, enter the user’s email and choose a role for the user.
- They will receive an invitation to join Silo via email.
- When they follow the link in their email, their account will be activated.
- Until that time, when you view their account in the User list, it will show as “Awaiting Activation”
- Awaiting Activation - This user has not yet followed the link in their invitation email to activate their account
- Active - This user can access Silo at their role level
- Inactive - This user has been deactivated by an Admin
There are three roles for users in Silo. These roles determine what users can do in the system.
User: Can request, receive and stocktake
Users cannot place orders, view reports, manage product details or anything to do with the settings of the organization. This role is normally right for general staff who need to work with inventory. For these users, the mobile application can handle everything they need - and it is normally faster for them to work with the mobile application. Using the mobile app is better than using a shared desktop computer, as you can track the user who performed each action, automatically.
Admin: Can manage all functionality except for Account & Billing
Admins manage everything in Silo, including placing orders. For this reason, only give admin access to staff who really need it, and who understand the functionality they control. Normal admins cannot modify the account and billing settings.
Billing Admin: Can manage all functionality, including Account & Billing
There should normally be only one Billing Admin in an organization, who controls the account.