How Do I Set Up BillQuick Online Users?

See Also

 

The number of users who can log into and access BillQuick Online (BillQuick Online User) is limited to the number of licenses purchased by your company. You can assign employees and vendors as BillQuick Online Users.

 

To set up a BillQuick Online User:

 

  1. Open Employee screen from the Lists menu.
  2. Click the ID of the employee to be set up as BillQuick Online User.
  3. On the General tab, check the Web User option. This indicates the selected employee can log in and access BillQuick Online features as allowed by security permissions.
  4. When you have finished, click Save and then Return to close the screen.

    In a similar manner, you can set up vendor as a BillQuick Online User in the Vendor screen.

 

Set Up Using Manage Web Users

Alternatively, you can set up web users from the Manage Web Users screen. To do so:

 

  1. Open Manage Web Users screen from the Setting menu.
  2. Check out the Assigned Users and Available Licenses fields.
  3. If licenses are available, select the Web User check box for the desired employee or vendor ID.
  4. When you have finished, click Save and then Close.

 

Set Up From BillQuick

You can also assign BillQuick Online Users from BillQuick:

 

  1. Start the BillQuick program.
  2. Open the Product Licensing and User Management Console from the File menu.
  3. Click on the Users tab. Select an option in the View by field, say ‘All Employees and Vendors’.
  4. A list of employees and vendors displays in the grid. Select the check box in the BillQuick Online column for the ones you want to license.
  5. To license all users, select the BillQuick Online column and click Assign.
  6. When you have finished, click Close and exit from BillQuick.