Aisle Planner Pro is designed for collaboration, allowing you to add unlimited team members. You can customize their access to pro tools and control which projects they can view. Watch the tutorial below for a step-by-step guide on setting up users and managing permissions.

*Please note: Some of the screens shown in this video have been updated and may look a little different, but we think you'll still find the information in this tutorial super helpful!

The easiest way is to choose one of four permission types - Standard User, Super User, Administrator, and Bookkeeper - which are outlined below. You can also choose to manage more granular permissions for each user - more on this below as well.
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Here's more information on each of the four Pro User Permission types: 

-Standard Users have access to assigned projects, their assigned lead records, and client records within those projects. They also have full access to their Primary Calendar (showing only relevant events) and the company’s Contact Library.

-Super Users have access to assigned projects, the Lead Manager, client records, their Primary Calendar (filtered to relevant events), and the company’s Contact Library. They can also manage company templates in the Settings tab.

-Admins have full access to assigned projects and all top navigation tabs, including Sales, Projects, Calendar, and Contacts. They cannot manage Subscriptions & Billing or Banking, which are exclusive to account owners.

-Bookkeepers have read-only access to invoices and can download transaction records and reports. They cannot create invoices but can issue refunds through Wedpay for U.S. businesses. If granted project access, they can view those as well.

You can always further fine-tune more granular access and permission settings, regardless of what user type you select.

Once you've given your team members access to your account, click on the PROJECTS link beneath each member's name, and select the projects you want them to have access to. If you need to remove access to a project, return to this menu and remove the checkmark.
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While we provide shortcuts to setting each user's permission setting by selecting a USER TYPE that each comes with pre-set permission settings, you also have the ability to fine tune the privacy and permission settings for each pro user on your account. 

Learn more about all the different permission options HERE.
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Need to resend the invitation to a pro user who has not yet accepted their invitation? Return to the Team menu in Settings and click on the gold Resend Invite link beneath that user's name. Double check that you have the correct email, then click Send Invite.

You can also share their unique invitation link that they can use to create their adjoining account.  Just click on the gold Show Invite Link beneath the user's name, copy the link and share as needed.

Note: If the Resend Invite or Show Invite Link doesn't appear, it's because they've already accepted their invitation and created their adjoining account. 

To remove pro users from your company account, return to the Team menu in Settings, hover over the name of the member you'd like to remove, then click on the gold trash can icon that appears. 

Note: If a user is the project lead for any projects and you haven't reassigned the project to a new lead, the project will automatically be reassigned to the Company Owner.