How Do I Assign Security Permissions?

You can assign a pre-defined security template to a user. Based on the template assigned, users can access all or selective BillQuick Online functions, features and reports. Standard security templates ship with BillQuick Online and include Billing Only, Default, Full Access, Manager Level Access, Principal, Time & Expense Only, and Time Entry Only.

However, you can customize these built-in security templates to new ones in BillQuick and have them available in BillQuick Online as well. You can do this if you want to modify the default template for employees or vendors. In addition, you can assign security permissions for each BillQuick Online module.

While assigning a security template to an employee, BillQuick Online does not assign report security automatically. You have to set that separately.

To assign a security template from the Employee screen:

1. Log in to BillQuick Online.
   
   You must have security permissions to access the Security, Employee or Vendor screen. By default, only the BillQuick Online Supervisor has authority to do so.
   

2. Open the Employee (or Vendor) screen from the Lists menu.
3. Select the desired employee or vendor (BillQuick Online User) on the grid by clicking on that user's ID.
4. On the General tab, select the desired template from the Security list. This assigns pre-defined security settings to the employee.
5. When you have finished, click Save and then Return to close the screen.

Assign Security Using Security Profiles

Alternatively, you can assign a security template to the employee from the Security screen using the Security Profiles option. To do so:

1. Open Security screen from the Settings menu.
2. Select an Employee (or vendor) from the drop-down list.
3. Click Security Profiles. On the Security Profile screen, select any pre-defined security template from the drop-down list.
4. Click Load to load that template and then Return.
5. Back on the Security screen, click Save and then Close.
6. To assign security permissions, click Settings on the navigation bar and select the Security tab.
7. In the Security screen, select the desired Employee from the list.
8. Assign or change the Password for the employee using the Change option.
   

1. You can make all the passwords case-sensitive by checking that option in the Global Settings-Security panel.
   

9. Select a Module Name from the list on the left (for example, Activity). Now you are ready to assign individual security permissions for this module.
10. Start assigning the permissions by checking the relevant Rights in the Settings list on the right.
11. When you have finished, click Save and then Close.