Team Management

Iraca has two tiers of team management — a simple access-level system, and a full role and permissions engine called Team Management. Team Management is included in every plan, Free too, so the roles, departments and permissions below are available from the day you sign up.

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Tier 1 — Access Levels (always available)

Every team member has one of three access levels:

Level	What they can do
Owner	Full access to everything, including billing and plan changes. There is one owner per account.
Admin	Full access except billing and owner-only settings. Can invite and remove members.
Member	Standard access to day-to-day features. Cannot manage the team.

To change a member's access level, go to Settings → Team, find the member in the table, and use the dropdown in the Access Level column. (Only the owner can do this.)

To invite someone: click Invite Member, enter their email, choose their access level, and send. They'll receive a link to accept the invitation and set up their account. They can also just sign in with the address you invited: Iraca shows them your invitation after the code (see Signing in and creating your account).

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Tier 2 — Roles & Permissions (Team Management add-on)

The Team Management add-on adds a custom role engine on top of the access-level system. It's designed for teams that need more control over who can see or do what — for example, limiting a production operator to production features only, or giving a warehouse manager inventory access without touching orders.

When the add-on is active, the Team page gains three tabs: Members, Roles, and Departments.

How roles work

A role is a named set of permissions (for example, "Production Lead" or "QA Inspector"). Everyone on the team has one role, and the role decides what they can see and do across Iraca. A role can narrow someone's access (an admin given Warehouse Staff can receive stock and fulfil orders, but can't edit products or see the books) or widen it (a member given Warehouse Manager can manage products and stock).

When someone joins, Iraca gives them the role that matches their access level: the owner gets Owner, admins get Administrator, members get Member. Change it any time from the Members tab.

A few things don't depend on the role:

• Owner-only actions stay with the owner: billing and plan changes, cancelling the subscription, approving held orders, and changing someone's access level.
• The Owner role belongs to the business owner. It always has every permission, can't be edited, and can't be given to anyone else. Nobody can change their own role or the owner's.
• Only the owner creates and edits roles. Administrators can assign roles, but never one with permissions they don't hold themselves, and they can only invite admins if their own role covers everything an Administrator can do.

If someone tries something their role doesn't allow, Iraca tells them their role doesn't allow it, and nothing changes.

Seeded roles

The add-on comes pre-loaded with 12 roles to cover common team structures. These are marked System and cannot be deleted, but you can Clone any of them to create a customized version.

Role	What it covers
Owner	Everything. Always has every permission, can't be edited, and belongs to the business owner only
Administrator	Everything except creating and editing roles
Production Lead	Production runs and recipes; views inventory, reports and labels
Production Operator	Starts and completes production runs; logs CCP readings
QA Inspector	Logs CCP readings; manages deviations and compliance records
Warehouse Manager	Inventory, products and warehouses; fulfils orders, ships, plans delivery routes
Warehouse Staff	Receives stock and fulfils orders; buys shipping labels
Accountant	The books: invoices, bills, payments, journal entries, financial reports
Sales / Fulfillment	Orders and customers; ships and sells at the point of sale
Compliance Officer	All compliance, including inspection packets
Member	The default for invited members: day-to-day work on stock, production and orders, selling at the point of sale
Viewer	Read-only, everywhere

Creating a custom role

1. Go to Settings → Team → Roles.
2. Click New Role.
3. Enter a name, optional description, and pick a color.
4. Check the permissions you want this role to grant. Permissions are grouped by module — you can toggle an entire module at once.
5. Click Create.

Assigning a role to a team member

1. Go to Settings → Team → Members.
2. Find the member and use the Role dropdown to assign them a role.

Changes take effect immediately on their next action — no need to ask them to log out.

Departments

Departments are labels you can assign to team members for organizational purposes. They don't affect permissions — they're for your own reference and will be used in upcoming reporting and operator tracking features.

When Team Management is activated, nine departments are created automatically:

Department	Typical use
Management	Owners and admins
Production	Production floor staff and leads
Quality Assurance	QA inspectors and compliance staff
Warehouse	Receiving, picking, and stock control
Shipping & Fulfillment	Packing and dispatch
Purchasing	Supplier relations and procurement
Sales	Order creation and customer accounts
Finance	Accounting and financial reporting
Customer Service	Order support and returns

You can rename, recolor, or delete any of these, and add new ones at any time. Go to Settings → Team → Departments to manage them.

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Bundling

Team Management is included in every current plan (Free, Standard and Enterprise). On the older plans it is automatically included — at no extra charge — when you are on any of these plans or have any of these add-ons active:

Older plans that include Team Management:

• Grove
• Canopy
• Enterprise
• Recipe Studio Pro

Add-ons that include Team Management:

• Accounting & Close
• FDA Acidified Foods Compliance
• HACCP Plan & Compliance
• Point of Sale

If you are already on one of those plans, or have any of those add-ons active, Team Management is already available to you. If you later remove all of them and do not have a standalone Team Management subscription, the add-on will be deactivated automatically — your role and department data is preserved and will be restored if you reactivate.