Team roles and access

The Team section manages who can access the tools and how they should interact with onboarding projects.

Common roles

• Admin: manages workspace settings, users, projects, and exports.
• Supervisor: sets up inventory mapping, monitors counters, reviews exceptions, and exports results.
• Counter: uses the simplified scan flow on mobile or tablet.
• Warehouse lead: builds layouts, creates location naming, prints labels, and validates the floor setup.

Counter experience

Counters should see the scan flow by default on mobile. They should not need to understand every tool in the app.

The counter should only need to know:

1. scan location,
2. scan UPC/SKU,
3. enter quantity,
4. save,
5. move to next location.

Multi-brand and 3PL usage

For 3PL accounts, work should be organized by project and client. A Bulletproof-style 3PL workflow may include one count project per client, even if the final import goes to another WMS such as Extensiv.

Project-based counts

Because Logentic Tools does not assume live inventory, every count should be treated as a project snapshot. The final verified export becomes the file that can be reviewed and imported into the target system.