The following information provides details on the options available on the Security screen.
Show:
This enables you to select what you want to view in the Employee drop-down list.
Security On:
This check box is visible only if the Supervisor option is selected in the Employee field. When checked the BillQuick Online security is turned on and a login is required to open BillQuick Online. If unchecked, access to the program is unrestricted. It is strongly recommended that you assign security permissions, as soon your company's core information is setup. If security is not enforced, all records can be accessed and changed by any user.
The security
status for any logged-in user (Security On/Off) is displayed in the main
BillQuick Online status bar.
Employee:
Select the Employee ID for whom you need to review or assign the security from the drop-down list. The list includes all the employees whose profile has been created in the BillQuick Online data file.
The name
of this drop-down list is based on the selection in the Show drop-down
list (for example, Vendors, Users or Profiles).
Password:
An editable field enabling you to change the password. By default, your password is the same as your Employee ID. It is highly recommended that the employee's passwords be changed after security has been established. Password is not case sensitive. When opening BillQuick Online, you will be prompted for your User ID (Employee ID) and password. Retype is an editable field provided to confirm the password entered in the password field. This field makes it certain that no mistake is made while typing the password. These two fields are non-readable (showing all the characters as asterisk *). The purpose is obvious: not to let others see your password.
Click the Save Password icon to save the changed password. The success message pops up after you click the button. It is an indication that the password has been entered correctly. However, Save on the button panel needs to be clicked to make the password change permanently.
Retype:
This is an editable field provided to confirm the password entered in the Password field. This field makes it certain that no mistake is made while typing the password. These two fields are non-readable (showing all the characters as asterisk *). The purpose is obvious—not to let others see the password.
Change :
Saves the new password. If you have changed your password, you must click this button to apply that change. You need to click Save to make the password change permanent.
Permissions List
Security Module:
Lists the Module Name of BillQuick Online screens (for example, Billing, Chart of Accounts, Invoice Review, etc.). The status of the Rights check box on the right indicates whether the module is accessible by the selected user or not. To provide a quick visual indication, the inaccessible modules are shown in red. The Rights box is not editable here. Its status can be changed in the Description portion.
Settings:
Lists the Access Name defined in BillQuick Online for a different modules or screens along with their Rights status. It shows the access rights for the module currently selected in the Security Module list. Currently selected module is displayed in brackets with the Description header. The Rights field is editable (except, when the Supervisor is selected in the Employee field on the top right), and enables the supervisor to check or uncheck a particular item in the list.
The security
status for any logged-in user (Security On/Off) is displayed in the main
BillQuick Online status bar.
Help:
Opens the BillQuick Online Help in the Security screen.
Tools:
Report Permissions:
Opens the Report Level Security screen where you can specify security settings for employees to access specific reports.
Security Profiles:
Opens the screen wherein you can assign Security Profiles to selected employees. You can select any predefined template from the drop down list and load it to apply or create a new one and save it.
Copy Security To:
Displays the Copy To panel at the bottom. A user's security profile can be copied to other users, saving time and effort. You can copy the security profile of one user to another using the various options available. You can copy settings to an Employee or a Vendor . Even if some permissions are different, it is still faster to copy and then edit the profile.
For example, if a new partner comes into the company, you would just copy the security profile of an existing partner to create the new security profile. The same process can copy a profile to dozens of users at once by employee or vendor. You need to select the item from the drop down. Click the Copy button to copy the security settings of the current employee to the selected item.
Reset Security:
Resets the password or other security settings for an employee to default settings. By default, the user password is same as the Employee ID.
Select All:
Check this option to select all rights, granting Full Access Rights to all the functions currently displayed in the grid. If this option in unchecked it will clear all rights, denying access of any kind to all the functions currently displayed in the grid.
Save:
After all of the fields have been completed, this button must be clicked to save the settings and activate the security features.