Who can do what

Everyone on your team sees everything. What differs is what each person can change. The owner sets that, person by person, under Settings → Team.

Note

For now, anyone on the team can draft a chase reminder in Collections or a return request in Clear Stock, whatever their switches. These are drafts only. Nothing is sent until a person sends it from their own email.

Action	Owner	Admin	Operator	Viewer
See every page and number	Yes	Yes	Yes	Yes
Ask Narada questions	Yes	Yes	Yes	Yes
Draft purchase orders	Yes	Yes	Yes	No
Draft supplier emails on the Orders desk	Yes	Yes	Yes	No
Act on findings: dismiss, reopen, assign, mute	Yes	Yes	Yes	No
Edit business settings: Your Numbers, suppliers, PO layout, ERP connection, alerts	Yes	Yes	No	No
Invite or remove teammates	Yes	No	No	No
Rotate the workspace key	Yes	No	No	No

The four switches

Each teammate has four switches. The owner can set them one by one:

• Draft purchase orders. Build orders from What to Order, and change order lines.
• Draft emails. Prepare supplier emails from the Orders desk, such as asking for a lower minimum or a rush. Nothing is sent from Narada; you send from your own email.
• Edit business settings. Change Your Numbers, supplier details, the purchase order layout, the ERP connection and alerts.
• Act on findings. Dismiss, reopen, assign or mute findings.

A new teammate starts with every switch on except Edit business settings. The owner turns that on when it is needed.

The three presets

Instead of four switches, the owner can apply a preset in one go:

• Viewer: sees everything, and changes nothing except the drafts in the note above. Good for an accountant or an investor.
• Operator: drafts orders and emails, and acts on findings. No settings. Good for a buyer.
• Admin: everything except managing the team and the workspace key. Good for a purchasing manager.

A preset just sets the four switches. You can change any switch afterwards.

What only the owner can do

Two things stay with the owner, whatever the switches say: inviting or removing teammates, and rotating the workspace key. The owner’s row is marked OWNER. You cannot remove yourself, or the last owner.

Plans and permissions are different

Permissions decide what a person may do. Your plan decides which pages your business has. If a page says it needs the Planner plan, no switch will open it. Talk to us at hello@naradaos.com about your plan.

Next

• Settings: where the owner invites people and sets switches.
• Getting help