Now that Inventory Planner has joined the Sage family, the way to log in to Inventory Planner is changing with the introduction of Sage’s single sign-on.
What is a Sage account?
Your Sage account is an individual login used to access Sage products and services.
What are the benefits of this change?
Convenience: Use your Sage account to log into all of Sage’s products and services. You only have to remember a single username and password, and if you have to make changes to your Sage account (such as updating your password), they’ll update across every device you use.
Security: Use multi-factor authentication to add an extra layer of protection when logging in.
How will this change impact me?
To begin with, new users will be prompted to create a Sage account before being able to access Inventory Planner. They will then use their Sage account to log in to Inventory Planner.
Existing Inventory Planner users will be prompted to create a Sage account on logging in. They will then use their Sage account to log into Inventory Planner going forwards.
Signing up to Inventory Planner using your Sage account
All new users attempting to sign up to Inventory Planner will be asked to create a Sage account.
Once the account has been verified, you will be able to log into Inventory Planner using your Sage account.
Creating a Sage account for existing users
If you are an existing user, you will be prompted to create a Sage account upon logging in to Inventory Planner.
Clicking "Create Sage account" will take you through the same steps as new users, detailed above.
If you opt to create your Sage account later, you can do so by clicking "Account", then "Create Sage ID account".
Once you have created and verified your Sage account, you will be logged out of Inventory Planner.
Use your Sage account to log into Inventory Planner.
Inviting new users to your existing Inventory Planner account
New users invited to your Inventory Planner account will also need to set up Sage accounts if they don't already have one. On receiving the new user email, they should click the link contained in the email.
Note: The invite link is valid for 48 hours. If the invite link expires, you can re-invite them from the users list.
If they already have a Sage account, the link will bring them to a page with their email address pre-populated. They should click "Continue", then enter or reset their password.
If they had to reset their password, they must then go back to the invitation email and click the link again.
After logging in using their Sage account, they will receive a confirmation page stating You are invited by [email address]. Accept invitation or decline.
Click "Accept" to access Inventory Planner.
If they do not already have a Sage account, the link will take them to a page stating You are invited by [email address]. Sign up with Sage ID or decline.
Click "Sign up with Sage ID" and follow the instructions to set up your Sage account.
Logging in to Inventory Planner using your Sage account
Go to inventory-planner.com and click “Log in”
You will be prompted to enter your email address
On entering your email address, you will be redirected to Sage to log in
Log in to your Sage account
On logging in, you’ll be redirected to the Inventory Planner app.
Two-factor authentication
Your Sage account requires two-factor authentication (2FA) to be enabled. Learn more about 2FA with your Sage account at the following pages:
Note: If you have 2FA set up but can't access your 2FA device, you can use a recovery code as a backup. If you don't have a recovery code saved, contact Customer Support.
Resetting a forgotten password
If you have forgotten your password, click the “Forgot password” link on the Sage account login page and follow the instructions to reset your Sage account password.
Managing your Sage account
Once you've logged in to Inventory Planner using your Sage account, you can click Account > Manage Sage account to make changes to your Sage account.
On this screen, you can:
Change your password
Manage your 2FA settings
Update your personal details
Change the email address associated with your Sage account
Clicking Log out will log you out of your Sage account entirely.