Edara

Viewing License Information

Users

Activating/Deactivating a User

Editing User Data

Creating a New User

Deleting a User

Deleting a Group

Creating a Group and Adding a User to a Group

Revoke User Permissions

Granting / Revoking Permission to Create SMS Messages

Updating a User’s Email Address

Master Data

Permissions

Granting/Revoking Page Permissions

Revoking Edit Permissions for Journal Entries

Granting/Revoking Permission to Display Highest and Lowest Purchase Price

Granting/Revoking Permission to View the Dashboard

Granting/Revoking Access to Sales Reports

Preventing a User from Deleting a Sales Return

Controlling Column Visibility in Item Search Screens (Exclude Documents)

Granting/Revoking the Edit and Delete Permissions to a User on a Specific Page

Granting/Revoking Permission to View warehouse Document Costs

Controlling Settings of the Creation of Journal Entries

Controlling Search Columns for Stock Items in Documents

Controlling Users’ Permissions for Posting Journal Entries

Granting/Removing Sales Order Listing Permissions

Granting/Revoking Permissions to Edit User Profile

Preventing payment status changes for a user

Page Permissions

Granting/Revoking Data Permissions

Granting/Revoking Permission for Notes Payable Accounts

Granting/Revoking Permission for Notes Receivable Accounts

Granting/Revoking a Warehouse Access Permission

Granting/Revoking a Sales Store Access Permission

Granting/Revoking Access Permission to a Cash Account

Granting Permission on Item Classifications

Granting Permission on Cost Center

Granting/Revoking Permission on Accounts

Granting/Revoking Permission to Transfer Between Warehouses

Granting Access to Service Items

Granting/Revoking Permission to Access a Bank Account

Granting Users Conditional Permissions for Specific Accounts

Managing Permissions for Sensitive Data

Data Permissions

Adding a Static IP Address

Granting/Revoking a User Permission to Access Edara

External Access

Viewing Online Users on Edara

Online Users

Approvals Setup

Granting Users Permissions for Warehouse approvals

Warehouse Approvals

Granting/Revoking Approval Permission for Sales Returns

Sales Approvals

Granting/Revoking Approval Permission for a Purchase Order

Purchase Approvals

Reports

Displaying Total Permissions in the User and Groups Report

Users & Groups

Viewing the Deleted Documents Report

Displaying Deleted Documents Details

Deleted Documents

Edara Shortcuts

Changing Edara Password

Resetting Your Password

Email Account Verification

Changing "Edara" Language

General Settings

Controling User Roles via Edara 3.0

Sharing the Table View with Users

Users Management

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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