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Sometimes team members can’t find what they’re looking for, so they just create a new item. This results in duplication, clutter and inconsistent pricing. If this is a problem for your business, you can now use Security Roles to restrict the ability to create new items in your database. You can do this with:
  • A default security role; or
  • A custom security role.

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How to prevent item creation (Default Security Role)

To use a default security role to prevent some of your team members from creating items in your Materials & Services database, go to Account > Settings > Staff > Edit, and set their Security Role to ‘Default Staff Role (No material creation)’.

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How to prevent item creation (Custom Security Role)

If you already use custom security roles, or you want certain staff members to have a greater level of access than the above default role (with the exception of being able to create items), then you can control item creation within a custom security role. To create or edit a custom security role, go to Account > Settings > Security Roles. When creating or editing a custom role, to prevent applicable team members from creating items in your Materials & Services database, go to the Items/Services tab, and disable ‘Can add new items/services’.
Last modified on March 3, 2026