Collaborating with Colleagues to Place Orders and Manage Inventory

Creating a BarTrack Professional Account.

Before you begin, each user must create their own BarTrack Professional Account. This requires activating a licence.
You can read how to do this in this support article.

Steps to Collaborate on Ordering and Inventory Management

1. Log in to order.bartrack.com and click the share button located next to the search bar.

2. Under ‘Share’, you will see all accounts that are already part of your organization. Here, you can select the permissions you want to assign.

3. Click the ‘Manage’ button in the upper right corner.
   Alternatively: go to Settings > Profile & Preferences > Users & Team.

4. Click the ‘Add Colleague’ button in the upper right corner.

5. Enter the details of the colleague you want to add and click ‘Create’.

6. The invited colleague will appear in the user overview. You can now assign permissions by selecting the appropriate checkboxes. To learn more about the different permission types, see this support article.

7. The colleague will receive an email invitation. Via this email, they can activate their account by choosing a password and entering their details.

8. Depending on the permissions you assigned, your colleague will now have access to inventory and you can place orders together.