Permissions in Inventory Planner | Inventory Planner Help Center

Permissions control what parts of Inventory Planner each user can access. You can see all users and their current permissions from the Users page, found under Account > Settings > Users.

When you invite a user, you will have the option to select which permissions they have. "Full access" is selected by default, but unchecking the box will give you the ability to set more granular permissions:

Assigning a user a permission set grants them full access to that feature, allowing them to view and edit data any data within that feature.

Below is a list of what each permission controls:

Permission	Access
Full access	All features: Overview, Replenishment, Edit forecast, Catalog, Stock orders, Overstock, Open-to-Buy, Wholesale, managing users, billing, settings
Overview	Overview
Replenishment	Replenishment Export Edit forecast Export Catalog Vendors Export Manage Template, to customize the default template for each vendor Variants/Bundles Export Compare warehouses Export
Purchase orders	Stock orders Emailing purchase orders Editing vendor details (on purchase order; not catalog level) Export Wholesale (if enabled) Imports Email addresses Manage email addresses Send emails Note that the purchase orders permission set is required to send any emails from the Inventory Planner.
Open-to-Buy	Open-to-Buy Export
Overstock	Overstock Export
Inventory KPIs	Reports View: Inventory KPIs, Year on Year, Stock & Commitment, Aging Analysis, Stock History, Delivery Schedule, Goods Received Schedule, Assembly Schedule, Assortment Export: Inventory KPIs, Year on Year, Stock & Commitment, Aging Analysis, Stock History, Delivery Schedule, Goods Received Schedule, Assembly Schedule
Modify shared presets	Must be combined with other permissions which grant access to reports

Note that all users have access to the Sync functionality regardless of permissions.

Removing permissions

If you need to remove all permissions for a staff member, Inventory Planner recommends deleting the user. Learn more about managing users here.