Roles and permissions in depth

A role is a named set of permissions. Every team member has one, and it decides exactly what they can see and do in Klovio.

Why roles matter

• Focus — a picker sees picking, not billing or admin. Less clutter, less confusion.
• Safety — only the right people can adjust stock, edit roles or change plans.
• Accountability — work is tied to people, and people only do what their role allows.

How permissions are structured

Permissions are grouped into modules — Inbound, Picking, Inventory, Product, User, and more. Each module has actions like List, Create, Edit and Report. A role is simply the set of module-and-action boxes ticked. See Permission modules explained.

Starting roles

Klovio ships with sensible roles — Warehouse Manager, Picker, Receiver — that fit most teams on day one. You can use them as-is or build your own — see Create and edit a role.

The sidebar adapts

A person’s role shapes their navigation automatically. If two colleagues see different sidebars, that’s their roles working as intended.

Assigning roles

Set a role when you add someone under Admin → Team, and change it any time — see Invite your team and assign roles.

Tip: start everyone narrow. Granting an extra permission when someone asks takes seconds; discovering someone had too much access is a worse conversation.