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How to invite us as Advisors to your Cin7 Core / Dear Systems

23 January 2026 by
How to invite us as Advisors to your Cin7 Core / Dear Systems
Software4Business, Hanno


Quick Setup Guide

How to invite us as Advisors to your Cin7 Core system

Granting us Advisor access allows our team to view your Cin7 Core setup, diagnose issues, configure settings, and provide hands-on support — without sharing your login credentials.

⏱️ Takes less than 2 minutes
1

Log in to Cin7 Core

Go to inventory.dearsystems.com and sign in with your usual credentials.

2

Open Settings

Click on the Settings menu (gear icon) in the left sidebar or top navigation.

Click on Settings in Cin7 Core
3

Go to Users & Roles

Inside Settings, click on Users & Roles to manage access for your Cin7 database.

Click on Users and Roles
4

Click "Invite an Adviser"

You'll see the option to invite an external adviser. Click the Invite an Adviser button.

Click Invite an Adviser
5

Enter our email address

In the email field, type the following address (click to select and copy):

hanno@software4business.com.au
Type hanno@software4business.com.au
6

Click Send

Hit the Send button to dispatch the invitation. We'll receive it instantly.

Click Send
🎉

That's it — you're all set!

We'll accept the invitation and you'll see us listed as an Adviser in your Users & Roles page. We can now access your system to provide support, troubleshoot issues, and configure settings on your behalf.

🔒 What does Adviser access mean?

Adviser access gives us read and configuration access to your Cin7 Core database. We can view your settings, products, orders, and integrations to diagnose issues and make changes you've approved. We cannot delete your data or change billing information. You can revoke our access at any time from the same Users & Roles page.

Need help with the setup?

If you're unsure about any step, book a quick call and we'll walk you through it live.

Book a Quick Call
Or call us directly: +61 498 509 217info@dearsystems.com.au