Managing Team Members
You can invite unlimited team members to InvenPro. Each person gets their own login with role-based access.
Inviting a New Member
- Go to System → Users & Roles
- Click + Invite User
- Enter their email address
- Select their Role (see roles below)
- Click Send Invite
The user will receive an email with a link to set their password and join your account.
Available Roles
| Role | What They Can Do |
|---|---|
| Owner | Full access including billing and user management |
| Admin | Full access except billing |
| Manager | Approve POs, view all reports, manage products |
| Purchasing | Create and manage purchase orders and vendors |
| Warehouse | Stock movements, transfers, stock counts |
| Sales | Sales orders and customer management |
| Accounting | Financial reports, invoices, GL journal |
| Viewer | Read-only access to all modules |
Removing a Member
- Go to System → Users & Roles
- Find the user → click the three-dot menu → Deactivate
- The user loses access immediately. Their historical data (POs, transactions) is preserved.
Comments
Please sign in to leave a comment.