Settings

Top Row Buttons Explained

• Edit: Allows the setting values in the Value column to be edited.

• Save: Saves any changes.

• Menu:

  • View Changelog: Displays all the changes.

  • Layout & Grids

General Tab

ℹ️ The General tab manages settings that are generally used in BOS Enterprise or used by a specific module that is not a transaction.

• Default Settings: Checkbox. If checked, shows all the settings that were added but retain their default values. These settings can be removed because the default values apply automatically.

• Add/Update (button): Opens an interface from which settings can be added to change their values.

• Delete (button): This button is only activated if the checkbox next to Default Settings is checked. and is used to delete all the selected default settings. Deleted settings revert to their default values and are not removed from BOS Enterprise. 

Transactions Tab

ℹ️ The Transactions tab is used to add settings to a specific transaction (Transaction Type) or module.

• Default Settings: Checkbox. If checked it shows all the settings that were added but still retain their default values. These settings can be removed because the default values apply automatically.

• Add/Update (button): Opens an interface from which settings can be added to transactions. This process involves multiple steps:

  1. Click the Module / Transaction Type on the Module panel.

  2. Click the setting from the list on the right (Use Ctrl left click to multi-select).

  3. Click Add/Update (button) to add those settings to the selected module. 

  4. Confirm the change.

• Delete (button): This button is only activated if the checkbox next to Default Settings is checked and is used to delete all the default settings. Deleted settings revert to their default values and are not removed from BOS Enterprise. 

Users Tab

The Users Tab is divided into three panels. The first panel lists the staff. The second panel lists the general access settings, and the third panel lists the transaction access settings.

• Add (button): Adds the staff member that is selected from the adjacent dropdown list of staff members. The adjacent list only shows staff that are not yet on the Users list.

• Actions (button): Applies to the Transaction Access panel only.

  • Add/Remove Modules: Allows modules to be added to assign user access, or to be removed. If a module is removed, access to that module is also removed from the selected user.

  • Batch Update: Updates all the selected records when Update (button) is clicked and confirmed. The options are:

    • View: Allows the user to view the transaction. View rights are required before any of the other rights can be granted.

    • New: Allows the user to create new transactions. 

      • This rule does not block users from creating a new transaction by copying another transaction.

    • Edit: Allows the user to edit the transaction.

    • Delete: Allows the user to delete the transaction.

    • Est (Form only): Applies to transactions that have estimating enabled. Allows the user to only see the basic form and not the calculations, or summary section which shows the profit.

    • Status (Up only): Prevents the user from reverting completed transactions to a lower status to edit them. The user can only advance the transaction (e.g. Pending > Active > Complete).

Related Topics

• Setup Guide: Accounting > User Settings

• User Settings Explained

• Transaction General Settings

• Transaction User Settings