Katana’s user permissions feature lets you control what team members can see and do in your account. By setting the right permissions, you can create secure, role-based access that matches each team member’s responsibilities.
Important: Permissions can only be adjusted for Users (not Owners or Operators). Read more about team member roles
Default access
By default, new Users have access to all screens and core functionalities.
However, default access does not allow Users to:
Change billing or subscription details (Owner only)
Clear all account data (Owner only)
Custom access
For more control, you can assign custom permissions to Users.
These are divided into four categories:
1. Location access
Define which locations a User can access.
2. Visibility permissions
Control what financial and reporting data a User can see:
3. Workflow permissions
Decide which actions a User can perform in daily operations:
Manage stock (create/edit stock adjustments, transfers, etc.)
Manage items (products, materials, variants)
4. Admin permissions
Grant higher-level access for system management:
Managing user permissions
When inviting a new User, Owners or Users with Manage users and permissions enabled can assign custom permissions and select location access.
To edit existing Users, go to:
Your account name (top right) → Team
Click on the User's name and adjust their permissions.
Note: If permissions are updated, Users must refresh their active session to see the changes.
Key takeaway
Katana’s permission system lets you balance collaboration and control by giving each User the right level of access. Use default access for general Users and customize permissions for more sensitive roles like finance, admin, or production managers.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]