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Inventory Permissions

Inventory permissions control what a staff member can do with stock and products in Pabau - from viewing the Inventory and Products pages, to creating, modifying, and disabling products, performing inventory counts, and managing orders.

 

Why do you need Inventory permissions?

Inventory changes affect what's available to sell or use in appointments, and can impact stock costs and supplier orders — so these permissions help prevent accidental price changes, incorrect counts, or unauthorized orders by limiting who can make these changes. 

Step 1: Navigate to Roles

Log in to your Pabau account, and in the left sidebar menu, click on "Team" to expand it, then click on "Team" again from the submenu.

This opens the Team page, showing four tabs: People, Roles, Teams, and Visibility. Click on the "Roles" tab.

Step 2: Open the Inventory Category

On the Roles page, you'll see a "Features" table listing every permission category down the left side, with each of your roles shown as its own column.

Find "Inventory" in the Feature Name column and click the arrow beside it to expand the category. This reveals its individual permissions, listed as separate rows underneath.

Each checkbox in the table turns that permission on or off for that role. Ticking the "Inventory" row enables all of its permissions at once, while ticking an individual row only affects that one.

NOTE: The "Owner" role's checkboxes appear greyed out, since the Owner role always has full access and can't be restricted.

Step 3: Understand What Each Permission Does

  • Can access inventory page – Allows the staff member to open the Inventory page.
  • Can access products page – Allows the staff member to open the Products page.
  • Can create products – Allows the staff member to add new products.
  • Can modify product – Allows the staff member to edit an existing product's details.
  • Can disable products – Allows the staff member to disable a product, removing it from active use without deleting it.
  • Can perform inventory count – Allows the staff member to carry out a stock/inventory count.
  • Can create orders – Allows the staff member to create new stock orders.
  • Can access orders page – Allows the staff member to open the Orders page.

If any of these are disabled, the staff member simply won't be able to perform that specific action.

 A few things to be aware of:

  • Permissions apply to the role, not the individual — so if you set a permission for the Receptionist role, every staff member with that role gets the same access.
  • If you don't see the right role for what you're setting up, you can create a new one and set its permissions from scratch.

By following these steps, you can control exactly what inventory-level access each role has in Pabau.

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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.