Access to inventory has two gates. The vessel's plan must include the Inventory module — without it the section does not appear at all — and you must hold the relevant permission for the category you are working in.
Scoped per category
Under the Inventory group in a crew member's permissions, each of the vessel's inventory categories is listed separately with its own four checkboxes: View, Edit, Delete and Bulk Import. This lets you give a department access to only the categories it manages (for example, giving interior crew access to Uniforms and Provisions while keeping Spares for engineering).
In rank permission templates (which are defined at company level before a specific vessel's categories are known), the four permissions are set once for Inventory and automatically expand to every inventory category on the vessel when applied.
Permissions restrict crew members only: company users and the captain have full access across all categories, and read-only viewer roles get View across all categories. See the Roles and Permissions section.
View
Grants read access to that category:
- The Inventory entry in the sidebar appears as soon as you hold View on at least one category, and only the categories you can view are listed beneath it.
- Inventory → Overview, item counts, search results, filter options and Excel exports include only items from the categories you can view.
- Dashboard alert counts (Expiring or Low Stock and Expired Items) and low-stock or expiry notifications only include categories where you hold View.
- Holding View on at least one category also unlocks the Inventory tab on an equipment component and lets the AI assistant search and view items in your permitted categories.
Edit
Adds the write actions for that category:
- Add New to create an item in that category (when opened from Overview, the Category dropdown lists only the categories you can edit)
- Edit on an item in that category, including changing its quantity, subcategory, levels and expiration date
- Archive and Restore on items in that category
- Creating, renaming and moving subcategories within that category
- Restocking or creating items in that category from an expense in Finance, and confirming edit or archive proposals from the AI assistant
Holding Edit (on at least one category) also controls whether calendar expiry entries enable their link to open the item in Inventory, and whether copying an equipment component offers Link all inventory items.
Delete
Allows two permanent removals within that category:
- Deleting an item — only after the item has been archived.
- Deleting a subcategory — only when it contains no subfolders and no items.
Delete does not imply Edit; a crew member can hold one without the other.
Bulk Import
Allows the Import button inside that category and the bulk-upload flow, including downloading the import template and confirming an upload into that category.
Top-level categories use Vessel Settings permissions
Adding, renaming, reordering, deleting and restoring top-level inventory categories happens in Vessel Settings → Inventory and requires the Vessel Settings → Edit permission rather than the per-category inventory permissions.
Read-only vessels
For a yacht whose inventory is managed by the on-board app, the cloud hides every write action regardless of the permissions you hold. View still works as normal, and exporting is still available; changes are made in the on-board app.