Roles

The app hides sidebar items you cannot use. Role names below are the identifiers the UI shows on Setup → Users, in badges, and in permission copy.

Older signed-in sidebar capture (flat list before collapsible groups). — Older signed-in shell capture (flat list). The live app groups destinations under **Stock**, **Make**, **Buy**, **Sell**, **Setup**, and **Admin**, with **Home** and **Dashboard** at the top — see What ReagentFlow is.

Grouped sidebar with Setup open: Facilities, Locations, Users, Categories, Invites, Company, Payment card, POS, Initial setup, Audit, and Admin audit. — Sidebar with **Setup** open (ADMIN).

Kinds of access

GLOBAL_ADMIN

Runs companies across the product: Admin → Tenants and (when publishing is on) Pack review, plus Setup → Company, Invites, and Payment card. A person with only this role lands on Tenants after sign-in.

DASHBOARD

Sees the Admin group and the operator System section on Dashboard. A person with only this role lands on Dashboard.

Company (tenant) roles

These use a paid seat: ADMIN INVENTORY_CLERK PURCHASING RECEIVING SALES. Every account also carries the base VIEWER role. See Seats and payment card.

Viewer (no seat, free)

An admin can add someone as Viewer (no seat, free) on Users. They see only Sales items and their profile, and do not use a seat. Access is deny-by-default: the server refuses anything outside the sales item list, their sign-in details, and the Terms.

Where you land after sign-in

Every role first accepts the current Terms (see Accept the Terms). Then:

Seat-free Viewer → Sales items.
Only DASHBOARD → Dashboard.
Only GLOBAL_ADMIN → Tenants (not when you signed in through a corporate SSO page).
SALES without a site or purchasing role → Sales.
PURCHASING without a site role → Catalog.
Everyone else → Home.

Which sidebar items each role can open

“Everyone with a seat” means the item has no extra role gate. Labels use Group → item where the destination lives in a group.

Sidebar label	Who sees it
Home	Everyone with a seat
Dashboard	Everyone with a seat
Stock → On-hand	Everyone with a seat
Stock → Receiving	ADMIN, RECEIVING, INVENTORY_CLERK
Stock → Move	ADMIN, INVENTORY_CLERK, RECEIVING
Stock → Cycle count	ADMIN, INVENTORY_CLERK
Stock → Lots	Everyone with a seat (hold/release is a narrower set — see Lots)
Stock → Labels	ADMIN, INVENTORY_CLERK, RECEIVING, SALES
Make → Materials	Everyone with a seat
Make → Recipes	Everyone with a seat
Make → Produce	ADMIN, INVENTORY_CLERK
Make → SKUs	Everyone with a seat
Buy → Vendor ordering	ADMIN, PURCHASING, INVENTORY_CLERK
Buy → Catalog	Everyone with a seat
Buy → Catalog Upload	ADMIN, PURCHASING
Buy → Vendors	ADMIN, PURCHASING
Sell → Sales	ADMIN, SALES, INVENTORY_CLERK
Sell → Floor	ADMIN, SALES, INVENTORY_CLERK, VIEWER
Sell → Shipping	ADMIN, INVENTORY_CLERK, RECEIVING
Sell → Prices	ADMIN, SALES, INVENTORY_CLERK
Setup → Facilities	Everyone with a seat
Setup → Locations	Everyone with a seat
Setup → Users	ADMIN
Setup → Categories	ADMIN
Setup → Invites	ADMIN, GLOBAL_ADMIN
Setup → Company	ADMIN, GLOBAL_ADMIN
Setup → Payment card	ADMIN, GLOBAL_ADMIN
Setup → POS	ADMIN
Setup → Initial setup	ADMIN, INVENTORY_CLERK
Setup → Audit	ADMIN, INVENTORY_CLERK
Setup → Admin audit	ADMIN
Admin → Tenants	GLOBAL_ADMIN (the Admin group is shown to GLOBAL_ADMIN and DASHBOARD)
Admin → Pack review	GLOBAL_ADMIN, only when public pack publishing is turned on
Sales items	Only seat-free Viewers (their only sidebar item)

If you open a page you are not allowed to use, the shell shows: You don’t have permission to use this page. A seat-free Viewer sees Not available for Viewer instead.

Someone with a seat but no company roles beyond VIEWER can look at Home, Dashboard, Stock → On-hand / Lots, Make → Materials / Recipes / SKUs, Buy → Catalog, Sell → Floor, and Setup → Facilities / Locations. Signing in still needs a seat or a seat-free Viewer account — see Sign in.