To open User Maintenance page click on ‘Users & Permissions’ under Settings module.Here you will be able to manage User’s access rights to DEAR System. Number of users is dependent on your subscription plan – Current plan includes three users and allows to add more, Small Subscription plan allows 1 user, Medium subscription plan allows 3 users, Large subscription plan allows 5 or more users. You also have the option to add users at additional cost per month on top of your monthly subscription plan cost.

NOTE.The master user will have full access of the system.  He/she will manage access rights (full or read-only) and set restrictions for all other defined users.  A user can also be set to ‘locked’ by the master user and will restrict any type of access to DEAR system (this can be useful if employees are on leave for a long period of time to limit his/her access to the system remotely).

Click ‘Invite New User’ to add a new account. User will be asked to enter new user’s e-mail address and recipient will be asked to verify the account from the invitation e-mail. 

New user will receive activation email.  Invited user will have to follow the activation process to gain access to the system.  By default, new users are set to ‘read-only’ and will not be able to perform transactions until the master user sets the access rights to all the modules or part of it to ‘full’.

Please see below the list of all screens and visual elements (tabs and buttons) you can control access to:

Page/Element

Action

Dashboard: Bulk figures & charts

If disabled, charts show zero Due and Overdue amounts.

Dashboard: Purchases

If disabled, No purchase-related information is displayed on the dashboard.

Dashboard: Sales

If disabled, No sale-related information is displayed on the dashboard.

Dashboard: Reorder

If disabled, No reorder information is displayed on the dashboard.

Purchase Task - Order view

Makes Order tab in Purchase Task read-only or hidden.

Purchase Task - Order authorisation

If disabled, hides Authorise Order button.

Purchase Task - Stock Received view

Makes Stock Received tab in Purchase Task read-only or hidden.

Purchase Task - Stock Received authorisation

If disabled, hides Authorise Stock Received button.

Purchase Task - Invoice & Credit Note view

Allows to make Invoice, Credit Note and Unstock tabs in Purchase Task read-only or hidden.

Purchase Task - Invoice & Credit Note authorisation

If disabled, hides Invoice and Credit Note Authorise buttons.

Purchase Task - Undo & Void

You are only able to Undo and Void Purchase tasks or Purchase Credit Notes if this permission is enabled for you.

Supplier - Purchase History

Allows to hide Purchase History tab on Suppliers

Sale Task - Margin Info

Allows to hide Margin column on Quote, Sale Order and Invoice tabs

Sale Task - Quote view

Allows to make Quote tab in Sale Task read-only or hidden.

Sale Task - Quote authorisation

If disabled, hides Authorise Quote button.

Sale Task - Order view

Allows to make Order tab in Sale Task read-only or hidden.

Sale Task - Order authorisation

If disabled, hides Authorise Order button.

Sale Task - Pick view

Allows to make Pick tab in Sale Task read-only or hidden.

Sale Task - Pick authorisation

If disabled, hides Authorise Pick button.

Sale Task - Pack view

Allows to make Pack tab in Sale Task read-only or hidden.

Sale Task - Pack authorisation

If disabled, hides Authorise Pack button.

Sale Task - Ship view

Allows to make Ship tab in Sale Task read-only or hidden.

Sale Task - Pick authorisation

If disabled, hides Authorise Ship button.

Sale Task - Invoice & Credit Note view

Allows to make Invoice, Credit Note and Restock tabs in Sale Task read-only or hidden.

Sale Task - Invoice & Credit Note authorisation

If disabled, hides Invoice and Credit Note Authorise buttons.

Sale Task - Undo & Void

You are only able to Undo and Void Sale tasks or Sale Credit Notes if this permission is enabled for you.

Customer - Sales History

Allows to hide Sales History tab on Customers

Production - Undo & Void

You are only able to Undo and Void Finished Goods and Issue To Production tasks if this permission is enabled for you.

Stock Transfer - Undo

You are only able to Undo Stock Transfer if this permission is enabled for you.

Stocktake & Stock Adjustment - Undo & Void

You are only able to Undo and Void Stocktakes and Adjustments if this permission is enabled for you.

Product - Prices Info

Allows to make Price tab on Product read-only or hidden.

Product - Suppliers

Allows to make Suppliers tab on Product read-only or hidden.

Product - Movements & Service usage

Allows to hide Movements and Service usage tabs.

Product Availability - Stock Value

Allows to hide Stock Value column in Product Availability report.