← RSO Guide

Administration

Team Members

Go to Administration → Team Members to see everyone in your org (Name, Email, Role, Joined). Click Invite member, enter their email and choose a role. If the email doesn't match an existing account, one is created automatically and they're emailed a setup link, valid for 48 hours. If they're already an RSO user elsewhere, they're added to your org directly.

Change a member's role anytime from the dropdown in their row. Click Remove to take away their access immediately — there's no grace period.

RedSmart platform administrators are not listed on Team Members, and are not counted, unless you are a platform administrator yourself. Org Admins and other roles cannot change their role or remove them, and inviting a platform administrator's email shows "This user cannot be added." A platform administrator can still manage every member.

Roles & Permissions

Go to Administration → Roles & Permissions. Every org starts with five roles: Admin (full access to everything, not editable), Manager, Sales Rep, Warehouse Staff, and Viewer — these five are marked "system" and can't be deleted or have their permissions edited, though you can still reassign members to different roles.

Click + Create custom role to add your own. Each role has a permission matrix across 14 modules — Products, Inventory, Inventory Counts, Kits, Warehouses, Purchase Orders, Sales Orders, Transfers, Shipments, Customers, Vendors, Print Jobs, Members, and Settings — with independent View/Add/Edit/Delete checkboxes per module, plus a Warehouse Scope (All warehouses, Assigned warehouse, or Own records only).

Settings

Go to Administration → Settings:

  • Organization — your org's display name.
  • Localization — default currency and locale codes (e.g. USD, en-US).
  • Connected Apps — link your RSA (accounting) organization by pasting its org UUID, so sales and purchase orders can post straight to your books. Once connected, you can disconnect from the same panel.
  • Plan — shows your current plan and a feature comparison. Contact your RedSmart representative to upgrade.