Managing What Secondary Users Can See

As the primary account holder, you have the authority to establish parameters regarding the information accessible to secondary users. This feature enables you to exercise control over data visibility within your system. By defining limits, you safeguard sensitive information, thereby upholding confidentiality standards.

  1. Go to www.pinventory.net.
  2. Login using the username and password you created when you signed up for Pinventory.

  1. Click on the Member Profile picture for the profile you want to access.

  1. Click on the “Manage Account” section on the left side of the screen to expand the menu.

  1. Click on “Manage Users.”

  1. Click on the blue pencil icon next to the name of the secondary user.

  1. Click the switch to turn the user’s “Access To Profile” on or off.

  1. A confirmation message will appear; click “Ok.”

  1. Click the blue icon on the far right to edit “Module Visibility.”

  1. Click the switch on the right to turn the “Section Visibility” on or off.

  1. Click the blue icon on the left to expand the menu.

  1. Click the switch on the left to turn the “Module Visibility” on or off.

  1. Use the switches on the right to turn “Permissions” for a module on or off.

  1. Click “Save Settings.”

  1. Another confirmation message will appear; click “Ok.”