How to add a user or customer to Sortly Pro?

With any Sortly Pro paid plan, you can give team members, employees or customers limited or full access to your inventory.

Every new user must be assigned a role so they only interact with the inventory that is relevant to them. (Learn more about the 3 user roles here)

Note: Adding users and assigning permissions is only available with Sortly Pro paid plans. The Sortly Pro Free plan does not support multi user access.

See video below:

Steps for Adding a new user/customer

1. Go to Settings section and select "Manage User" 

2. Click on "Invite User"

3. Add User details, Assign a Role and click invite. (Learn more about the 3 user roles here)

4. The invited user will receive an email to log into Sortly Pro and set up their password.

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Run out of user slots? Add more Subscriptions

To add more user slots follow the steps below

1. Click on the "Add More User Subscriptions" button on the page

2. Select number of users and submit

Note: Additional user is $3 per user