Accounts and Roles

Understand sign-in, roles, and who can do what in Coilinx.

What this is for

Coilinx uses company accounts with two main roles: admin and employee. Your role controls which tabs and settings you can access.

Before you start

You need an invitation or sign-up link from your company. Use the same email your admin expects for your account.

Sign in

1. Open the Coilinx app and tap to sign in.
2. Complete sign-in with your company credentials (Auth0 login screen).
3. If your account is new, you may see Pending Approval until an admin activates you.
4. Once approved, you land on Home with access based on your role.

Roles

Admin

Admins can:

• View the Reports tab and all report screens
• Open Company Settings — company name, team roster, user invites, and seats
• Manage material types, devices, and most inventory operations
• Use Coilinx AI for how-to help and (on Pro) company data analysis

Employee

Employees can:

• Use Home, Inventory, and Check Out
• Receive stock, check out items, and return weighed stock
• Open Settings for Profile, Manage Devices, and Manage Types (as permitted)
• Use Coilinx AI for how-to questions

Employees do not see the Reports tab.

Profile settings

1. Tap Settings → Profile.
2. Update your display name.
3. Use password reset if your company uses email-based password recovery.
4. Contact support from Profile if you need account help.

Company settings (admins)

1. Tap Settings → Company Settings.
2. Review company name and team roster.
3. Invite new users or manage existing team members from the users section.
4. Employees opening Company Settings may see a read-only team roster.

Tips

• If you are stuck on Pending Approval, ask your company admin to approve your account.
• Admins should invite users with the correct role before operators need Reports access.
• Log out from Settings → Log Out if you need to switch accounts on a shared device.

Common issues

I am stuck on Pending Approval

Your admin must approve your account in Company Settings. Contact them or Coilinx support if approval is delayed.

I need Reports but do not see the tab

Ask a company admin to confirm your account role is admin.

I cannot invite users

Only admins can invite users from Company Settings.

I forgot my password

Use the password reset option on the sign-in screen or in Profile, depending on your company's login setup.

Wrong company or missing company name

Contact your admin to verify you were invited to the correct company account.

Related screens

• Settings
• Profile
• Company Settings
• Pending Approval
• Reports