Limit a team member to one warehouse or channel

A role says what someone can do. You can also say where: a Warehouse member who only works at your east warehouse, or a planner who only handles your Shopify store, or a buyer who only handles one supplier.

Set it. On Settings → Team & roles, choose Limit access beside the person (on a phone, Manage, then Limit access). Tick the locations, sales channels, suppliers, brands and categories they work with and save. Leave a list empty to keep all of them. It applies from their next click.

What they see. Stock, counts, receiving, transfers and the figures on Today cover only their locations, and Today says so ("Figures at East Warehouse"). A channel limit shows only that channel's orders, returns and payouts. A supplier limit shows only that supplier's purchase orders, returns to vendor and supplier prices, and refuses a purchase order for any other supplier. A brand or category limit narrows items and planning to those; with both set, an item has to match both. They cannot delete a wholesale account, since its plans can cover any item. The header shows "Limited to …" so they always know. If they try to count, receive or send a transfer from somewhere outside their limit, they are told it is outside the locations their role is limited to.

Who can't be limited. Owners and Admins manage access for everyone, so they always see the whole business. Promoting someone to Admin removes their limit.

Every change to a person's limit is recorded in the activity log.