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Team member roles

Understand Katana's team member roles: Owners, Users, and Operators for clear team functions.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over 2 weeks ago

Katana defines three distinct team member roles to help you manage access and responsibilities securely: Owner, User, and Operator. Each role has different permissions, ensuring your team can work efficiently while protecting sensitive data.

DIfferent types of roles inside Katana

Owner

  • Who they are: The person who created the Katana account (not invited).

  • What they can do:

    • Full access to all Katana features (depending on plan).

    • Manage team members and permissions.

    • Exclusive rights to:

      • Clear all account data.

      • Manage subscriptions and billing.

  • Note: Only one Owner exists per account.


User

  • Who they are: Team members invited to join Katana.

  • What they can do:

    • Access all core Katana functionality.

    • Add, remove, or edit other Users (if they have that permission).

    • Permissions can be customized to expand or restrict access.

  • Key point: User access can be tailored for admin-level workflows or restricted for sensitive information.


Operator

Operators are designed for task execution only and do not have access to the main Katana platform. They can log in only through Katana’s mobile-friendly apps, which show no pricing or cost-related info.

There are two types of Operators:

  • Access the Shop Floor app.

  • See and complete only their assigned production tasks.

  • Used mainly by production teams on the shop floor.

  • Access the Warehouse app.

  • Manage tasks related to sales order fulfillment (e.g., picking and packing).

  • Can view and complete any warehouse task lists.


Quick comparison of roles

Role

Access level

Key permissions

Apps access

Owner

Full (all features)

Manage subscription & billing, clear account data, manage team

Full platform

User

Core features (customizable)

Can add/remove/edit Users (if permitted)

Full platform

Operator (Shop Floor)

Limited

Complete assigned production tasks only

Shop Floor app

Operator (Warehouse)

Limited

Complete warehouse picking/packing tasks

Warehouse app


Your feedback is always appreciated. Let us know your thoughts on this article or anything else in Katana that you'd like to see improved: [email protected]

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