Team Management

Iraca has two tiers of team management — a simple access-level system available to everyone, and a full role and permissions engine available as the Team Management add-on.

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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.

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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"). You assign one role per team member. That role determines which actions they can take beyond what their Tier 1 access level already allows.

Important: Tier 1 access levels are always in effect. Owners and Admins retain full access regardless of which role is assigned to them — roles add granularity for Members.

Seeded roles

The add-on comes pre-loaded with 11 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	Typical use
Owner	Full access — mirrors the owner access level
Administrator	Full access — mirrors admin
Production Lead	Manage production runs and recipes
Production Operator	Start and complete production runs; log CCP readings
QA Inspector	Log CCP readings and deviations; view compliance records
Warehouse Manager	Manage inventory, transfers, and warehouses
Warehouse Staff	Receive and adjust stock
Accountant	Access accounting, reports, and journal entries
Sales / Fulfillment	Manage orders, customers, and shipping labels
Compliance Officer	Full compliance module access
Viewer	Read-only across all modules

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 automatically included — at no extra charge — when you are on any of these plans or have any of these add-ons active:

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.