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.
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 |
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