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How to Add or Remove Team Members

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

  1. Go to System → Users & Roles
  2. Click + Invite User
  3. Enter their email address
  4. Select their Role (see roles below)
  5. Click Send Invite

The user will receive an email with a link to set their password and join your account.

Available Roles

RoleWhat They Can Do
OwnerFull access including billing and user management
AdminFull access except billing
ManagerApprove POs, view all reports, manage products
PurchasingCreate and manage purchase orders and vendors
WarehouseStock movements, transfers, stock counts
SalesSales orders and customer management
AccountingFinancial reports, invoices, GL journal
ViewerRead-only access to all modules

Removing a Member

  1. Go to System → Users & Roles
  2. Find the user → click the three-dot menu → Deactivate
  3. The user loses access immediately. Their historical data (POs, transactions) is preserved.
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