Team Management
Learn how to structure your organization in Expiry Traker for Teams, adding collaborators, configuring what each can do, and dividing your operations by physical stores.
How to Add People to Your Team?
As an administrator of an account in Expiry Traker for Teams, you can invite new members to collaborate on tracking expiration dates of your stock.
To see the complete step-by-step instructions on how to send invitations and accept members in your organization, consult the link: 🔗 Adding members to an organization in Expiry Traker for Teams
Adjusting Your Team's Permissions
To ensure the security and integrity of your inventory, you can define specific permissions for each collaborator.
As an administrator, you can determine individually whether a user can or cannot:
- Register new products or lots.
- Edit information of already registered products.
- Delete categories, brands, products, or stores from the system.
- View advanced reports.
Learn how to configure and manage these access profiles here: 🔗 New feature: Individual user permissions in Expiry Traker for Teams
How to Organize the Team in Stores?
If your company has more than one physical unit or separate stocks (e.g., Downtown Store, Mall Store, Warehouse), you can organize your team in the system by creating Store divisions.
This way:
- Collaborators can be linked to specific stores.
- It is easier to filter and view which products are expiring in each unit.
- It prevents mixing inventory from different locations.
Check the configuration steps at: 🔗 How to organize the team in stores in Expiry Traker for Teams