You can view your current users, add new users and customize permissions in Settings > Users.

To add a new user, click Invite new user:

Enter their email address and set their permissions by unchecking the "Full access" box. Learn more about permissions here.

Then click "Invite user". The user will then receive an email with further instructions. Learn more about the next steps here.

You will see their invitation in the "Invited users" box, as well as an indication of when the invitation will expire:

If the invitation expires, you can reinvite the user from the same panel.

To edit permissions of an existing user, click the edit icon beside their name, then uncheck the "Full access" box:

To delete a user, click on the trash can icon next to the user's name. They will no longer be able to log into Inventory Planner, but their name and email address will be maintained on historic records.

Permissions control what parts of Inventory Planner each user can access.

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:

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

You can remove permissions by going to Settings > Users, then clicking the edit icon beside their name.

If you need to remove all permissions for a staff member, Inventory Planner recommends deleting the user.