Teams, roles, and accountability
Share one PalmFlow workspace with your team — roles and permissions, per-item checkout and check-in, and a full activity log so you always know who did what.
A team is more than one person working the same inventory in real time, with four roles — owner, admin, member, and viewer — deciding who can do what. Once more than one person touches your stock, "who did what" stops being obvious, and roles plus the audit log are what keep it answerable. Teams are an Ultra feature.
Inviting your team
- 1Go to Workspace settings → Members.
- 2Invite a member by email.
- 3Assign them a role that fits what they should be able to do.
Everyone works against the same live inventory — no exported copies, no out-of-date spreadsheets emailed around.
Roles and permissions
Roles control what each member can see and change, so you can bring on a part-time lister or a shipping helper without handing over the keys to billing and settings.
Teams
A team in the other sense is a group you assign stock to — Sourcing, Photos, Shipping, or one per consignor, per warehouse, per partner. Each team gets a name, a color, and a line saying what it's for. Assign an item to one and the inventory list will filter to it, including an Unassigned option for whatever hasn't been claimed yet. Ultra allows up to 25; Enterprise is unlimited. Renaming or recoloring a team updates every item already assigned to it.
Set them up under Workspace settings → Items.
Per-item checkout and check-in
For physical workflows, members can check out an item they're working on and check in when they're done. At any moment you know who's holding what — useful when several people are pulling, photographing, or shipping at once.
The activity log
Every meaningful action is recorded in an activity log: who edited an item, changed a status, moved a location, or processed an order. It's a full audit trail, so accountability isn't a guessing game.
Running more than one business
A workspace is a hard wall. Each one has its own inventory, orders, integrations, reporting, and members — nothing crosses between them, which is what makes them right for genuinely separate businesses rather than for organizing one.
Use a second workspace when the books should never mix: a partnership alongside your own reselling, a client's stock you manage, two businesses that file separately. For separating *your own* stock, locations, tags, and teams are the better tools — they keep one set of books.
Free and Pro include one workspace. Ultra includes two, annual billing adds another, and Enterprise is unlimited. Members and roles are set per workspace, so someone with access to one has no visibility into another. Switch between them from the workspace menu.