User Settings

QuickEasy BOSEnterprise provides default User Settings for each Staff member created in My Company > Staff Setups. These User Settings customises the application for each individual User account, allowing you to specify Accounting, Calendar, E-mail, HR, Setups, System, Timekeeping and Workflow User Access and parameters that will be unique to the selected User.

Setting need to be defined for each user account, alternatively default settings will apply.

Users are linked to Roles and most of QuickEasy BOSEnterprise's User Access Settings are Role based. Therefore if you can't find the desired Setting in User Settings make sure to have a look at the Role Settings.

Discover User Settings

Get Started

Before attempting to set-up User Settings, you'll first need to create Users in Staff Setups.

User Settings

Navigation

Main Menu > Setup > Settings > Users

Users - The User data grid will list the Users within the database. If a User has been created in Staff Setups and does not appear in this list, you'll need to add the User by clicking on the Add button (2).
- When you want to edit User Settings, you'll need to select the desired User in this data grid first.
Add - This allows you to add Staff members to the Users data grid (1). The drop-down list will populate with all the Staff members created in Staff Setups, so simply select the desired Staff member from the drop-down list and click Add.
User Settings - The User Settings data grid will list all the fixed default User Settings.
Edit - Clicking the Edit button will allow you to edit the Values (8) in the User Settings grid (3).
Search - This field will search for any description within the User Settings grid (3) you enter here. See image below:

6. Group - The Groups field categorises the Settings in it's respective modules. See below each Group with it's Settings.

7. Setting - The Settings field shows the Setting's description.

8. Value - The Value field is where you will enter the parameters.

User Settings - Groups

This topic explains the content of each fixed User Setting Group. User Settings consists out of the following Groups

Navigation

Main Menu > Setup > Settings > Users > User Settings Data Grid

1. Accounting

This specifies what access is allowed to the Accounting module, relative to the User.

Balance Sheet - Access allowed - Default: No. This sets whether or not the User has access to the Balance Sheet.
Banking - Access Allowed- Default: No. This sets whether or not the User has access to the Bank module.
Budgets - Access Allowed - Default: None. This sets whether or not the User has access to Budgets module.
- None - No access.
- View Only - This allows the User to only view records.
- Full Access - This allows the User full Access.
Cost of Sales Module - Access Allowed- Default: No. This sets whether or not the User has access to the Cost of Sales module.
Customer Age Analysis - Access Allowed- Default: Yes. This sets whether or not the User has access to Customer Age Analysis.
Income Statement - Access allowed - Default: No. This sets whether or not the User has access to the Income Statement.
Ledger- Default: None. This sets whether or not the User has access to the Ledger.
- None - No access.
- All - Users will be able to view all records in the Ledger.
- Trans Types Only - Users will only be able to view Transaction Types.
- Trans Types + Cus Accounts - Users will only be able to view Transaction Types and Customer Accounts.
- Trans Types + Sup Accounts - Users will only be able to view Transaction Types and Supplier Accounts.
- Transa Types + Cus Accounts + Sup Accounts - Users will be able to view Transaction Types, Customer Accounts as well as Supplier Accounts.
Supplier Age Analysis - Access Allowed - Default: Yes. This determines whether or not the User has access to the Supplier Age Analysis.
Transaction Close off Dates - Access Allowed - Default: No. This determines whether or not the User has access to Transaction Close off Dates.
Trial Balance - Access allowed - Default: No. This determines whether or not the User has access to the Trial Balance module.
VAT Control - Access allowed - Default: No. This determines whether or not the User has access to VAT Control.

2. Calendar

Calendar limits are set here.

Calendar Administrator - Default: No. This specifies if a User has Calendar Administrator Status.
Calendar Setup - Access Allowed - Default: No. This determines whether or not the User has access to the Calendar Setups.

3. E-mail

This sets the E-mail name and SMTP Settings.

BCC e-mails to the following address - This is the E-mail Address the BCC E-mails will be sent to created by the User.
E-mail Stationery- This is where an E-mail Signature can be set up. The HMTL editor allows for some customisation.
From name - This is where the name is entered that will indicate who the E-mail is from.
SMTP Authentication: Active - Default: Unchecked. This sets whether SMTP authentication is required on the mail server.
SMTP Authentication: From Address- This sets the From address for outgoing E-mails.
SMTP Authentication: Password - This is the password required to login to the SMTP server.
SMTP Authentication: User name- This is the User Name required to login to the SMTP server.
SMTP Port No. - Default: 25. This is the SMTP port number.
SMTP Server - This is the E-mail server address.
SMTP TLS- Default: Use when required. This sets whether the SMTP server requires TLS (Transport Layer Security) for secure e-mail delivery.
- None - TLS is not required.
- Use when required - Use TLS only when necessary.
- Explicit - Always use TLS.
SMTP Use QuickEasy Server - When this box is checked, none of the settings which are highlighted below are required. Using the QuickEasy SMTP Server requires E-mail addresses to be verified, this can be done through QuickEasy Helpdesk, an E-mail will be sent to the address with a link to click for verification.

For more about E-mail Setups, click here.

4. Human Resources

This specifies what access is allowed to the Workspace module, relative to the User.

Leave - Access Allowed - Default: None. This determines whether or not the User has access to the Leave module.
- None - No access.
- User - Users will only be able to view records linked to the User.
- Supervisor - Users will be able to view all Users records.
Payroll - Access Allowed - Default: None. This determines whether or not the User has access to the Payroll module.
Staff Summary - Access Allowed - Default: None. This determines whether or not the User has access to the Staff Summary.

5. Items & Inventory

This specifies what access is allowed to the Materials Module, relative to the User.

Inventory Module - Access Allowed- Default: None.
- None - No access is allowed to edit or view the Inventory module.
- View Only - Access is allowed to view the records in the Inventory module.
- Full Access - Access is allowed to view, edit and create records in the Inventory module.
Item Summary - Access Allowed- Default: Full access.
- Limited access - Cost Prices and Transaction pricing is hidden
- Full access
Items - Access Allowed- Default: No. This determines if the User is allowed to edit and view Items.
Stock Check - Access Allowed - Default: Full control.
- None - No access is allowed to Stock Check.
- Full control - This allows full access to edit and create Stock Checks.
- Enter count only - This allows the User to enter the Stock count only.

6. Other

This specifies what access is allowed to these settings, relative to the User.

Asset Register - Access Allowed - Default: Yes. This allows or restricts access to add and delete assets in the Asset Register module.
Cashup - Access Allowed - Default: None. This determines whether or not the User has access to Cashup functionality.
QuickEasy Form Designer - Access Allowed - Default: No. This allows or restricts access to the QuickEasy Form Designer.
Replication - Access Allowed - Default: No. This allows or restricts the User to replicate setups from one database to another, such as copying Customers, Items, Categories to another Entity.
Transactions: Allow Post-dated Transactions - Default: No. This allows the User to perform Post-dated Transactions.
Transactions: Customise Grids and View Summaries - Default: Yes. This allows or restricts access to create, edit and delete Transactions.

7. Setups

This specifies what access is allowed, relative to the User.

Cost Centres - Access Allowed- Default: Yes. This sets whether the User can access, create or edit Cost Centres.
Customers - Access- Default: All. There are several options to choose from:
- All- Enables the user to have unrestricted access to Customer records.
- All - excluding Accounting Settings- This enables the User to have unrestricted access to Customer records, however they cannot view the Accounting tab.
- Only mine - excluding Accounting Settings- This enables the User to only view the Customer records where they are the Rep, without access to the Accounting tab to those Customers.
- Access Denied- Unable to view, edit or create Customers.
Cylinders & Dies - Access Allowed - Default: No. This allows or restricts access to view and edit Cylinders & Dies.
Estimating Types - Access Allowed - Default: No. This allows or restricts access to view and edit Estimating Types.
Menu Manager - Access Allowed - Default: No. This allows or restricts access to view and edit the Menu Manager.
My Company - Access Allowed - Default: Yes. This allows or restricts User access to view and edit My Company.
Notices - Access Allowed - Default: No. This allows or restricts access to view and edit Notices.
Planning Board - Access Allowed - Default: No. This allows or restricts access to view and edit the Planning Board.
Price Lists - Access Allowed - Default: No. This allows or restricts User access to view and edit the Price Lists.
Settings & Defaults - Access Allowed- Default: Yes. This allows or restricts User access to edit and view Settings & Defaults.
Suppliers - Access Allowed - Default: Yes - This allows or restricts the user to edit and view Supplier records.
Tracker - Access Allowed - Default: No. This allows or restricts user access to use the Tracker functionality.
User-defined Fields - Access Allowed- Default: No. This enables or restricts the User access to edit User-defined Fields.
Workflows - Access Allowed- Default: Yes. This enables or restricts the User access to edit Workflows.

8. System

This is where System Settings are defined for the User.

Default Display- Default: Workspace Right. This sets which side of the screen the Workspace panel will appear when selected.
Default View - Default: Standard. This sets which view is the default. Touch is used for touch-enabled devises.
Hide breadcrumbs - This will set whether or not the breadcrumb menu is visible.
Hide Main Menu - Yes / No - This sets whether or not the Main Menu is visible.
Minutes of idle time before application is closed- Default: 60min. This sets the amount of lapsed time required before QuickEasy shuts down.
QuickEasy Login (PIN) - Here you are able to specify the User's unique login PIN.
QuickEasy Password- This is where the password is entered for the user to login to QuickEasy.
QuickEasy Username - This is where the username is entered for the user to login to Quickeasy.
Seconds before Auto-logout (0 = Disabled) - Default: 0. This sets the amount of lapsed time required before QuickEasy will auto-logout.
Send E-mail Notices - Default: No. This specifies if a User will receive E-mail notices.
System Administrator- Default: No.This setting provides access to System messages and enables Users to override certain User access limitations.

9. Timekeeping

This is where Timekeeping Settings are defined for the User.

'Not linked' Tracking Codes from... - Select the Production type from which the Tracking Codes will be selected. This is used when tracking time which is not linked to a Transaction or to the Planning Board.
Default Transaction Type - Select the Transaction Type against which you will be tracking time by default.
Default View for Touch/Mobile display - This setting determines the default view which will be used on Touch or Mobile displays - Production Board View or Transactions View.
Enable Logout - This setting enables/disables the Logout functionality which can be used when multiple users are using the same Touch or Mobile display. When Logout is not enabled, a Back button is displayed to navigate back to the tile menu.
Set Status 'Complete' - This allows the User to set the Task's Status to Complete.
Show 'New' Tasks - This will display all the new Tasks in the Tracking queue.
Start - Select Tracking Code - This setting determines whether or not timekeeping records will be linked to Tracking Codes. Records are linked to Tracking Codes when the Start menu item is clicked. A Start menu item will be added for each Tracking Code in the format Start (Code).
Stop - Add Notes - This setting determines whether or not the User will be prompted to add a Note when the timer is stopped.
Timekeeping - Access Allowed
- None - Access to the Timekeeping module is not allowed.
- User - Only able to view Timekeeping records which are linked to themselves and not able to change any timekeeping records that were created by starting and stopping the timer.
- Supervisor - Able to access and update all the Timekeeping records.

10. Workflows & Workspace

This specifies what access is allowed to the Workspace module, relative to the User.

Default width of Side panel (pixels) - Default: 472. This determines the width of the Workspace window in pixels.
Workflows - Show Preview - Default: No. This specifies whether or not the Workflow module will display a preview.
Workflow - Supervisor access (Select Modules) - Supervisor access allows Users to delete Workflows. This Setting determines which modules are accessible at a Supervisor-level. Click Edit and select the required modules from the Available Modules list, and click the right-arrow to move them into the Selected Modules list.
Workflow - User access (Select Modules) - User access allows Users to create Workflows, but not delete them. This determines which modules are accessible at a User-level. Click Edit and select the required modules from the Available Modules list, and click the right-arrow to move them into the Selected Modules list.
Workspace - Access allowed to other Users (Select Users) - This determines which other Users' Workspaces this User can view, in order to monitor Indicators and Reminders. Click Edit and select the required Users from the Available Users list, and click the right-arrow to move them into the Selected Users list.
Workspace - Auto Refresh- Seconds (0 = Manual Refresh) - This auto-refreshes the Reminders and Indicators in the Workspace.

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