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

Adding new 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.

Managing existing users

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

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:

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 Use custom template, to set the default PDF 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

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.