Asset tracking only works when everyone is involved. By inviting your team members to the platform, you eliminate information silos and ensure your inventory data is updated the moment a tool changes hands.
Why it matters to your business
- Real-Time Accuracy: When a technician moves a tool in the field, your dashboard updates instantly. No more “where is it?” phone calls.
- Permission Control: Keep your data secure by assigning roles (Admin, Manager, Field User) to control who can view, edit, or delete items.
- Seamless Communication: Use built-in notes and activity logs to communicate about tool damage or maintenance needs without leaving the application.
How it works
- Invite Members: Enter an email address in the “Team” tab of your company settings.
- Assign Roles: Choose the appropriate access level for each user based on their responsibilities.
- Collaborate: Your team receives an invitation link and can start scanning and tracking gear on their own devices immediately.
[ Illustration Required: The 'Team Settings' screen showing a list of invited users with their various roles. ]
Pro Tip: Create a “Field User” role for temporary contractors so they can scan items but cannot view your sensitive financial data.
[Link: managing-your-team-members]