Your first team
A team is the boundary around everything. Items, storages, locations, members, and history all belong to a team. Nothing is shared between teams, and you can belong to more than one. Switch teams from the team name at the top of the screen.
Creating a team
Section titled “Creating a team”The first time you sign in, answering a few questions about how you’ll use Tana creates your team. Choose “Personal” for an individual team, or “Business” to enter a business name and address. Whoever creates a team becomes its owner.
The team’s time zone is the basis for weekly and monthly reports. Match it to where your stock actually is, not where you happen to be. You can change it later in Team settings.
Registering your first stock
Section titled “Registering your first stock”The team’s home page has a “Getting started” checklist. Following this order keeps you on track:
- First, register the shelves or boxes that hold your stock as storages. Add a storage
- Next, add your items. If you already have a list, use “Add many at once” to register them together. Add an item
- Record stock to enter how much is on which shelf.
- Set low-stock alerts to get notified before you run out.
If you’re not sure what to register first, the article How to simplify inventory management so anyone on your team can do it is also worth a look.
Inviting members
Section titled “Inviting members”Inventory tracking is only accurate once everyone who uses it records their changes. Invite the people you share stock with early. You can invite by email, or with a join link and QR code. See Members and roles for details.
| Roles | What you can do |
|---|---|
| Owner | All actions, including deleting the team and managing billing. A team always needs at least one. |
| Admin | Managing members, changing settings, and every stock operation. |
| Member | Adding and adjusting stock. Cannot manage members or change settings. |
Roles are per team. Being an owner of one team has no bearing on your role in another.