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 Module - Default: Calendar. This sets which module will open automatically after login.
• Minutes of idle time before application is closed - Default: 60min. This sets the amount of lapsed time required before QuickEasy shuts down.
• QuickEasy Password - This is where the password is entered for the user to login to QuickEasy. Note - The password is not visible from within QuickEasy.
• System Administrator - Default: No. This setting provides access to System messages and enables you to override certain user access limitations.
• System Messages - Access Allowed - Default: No. This determines whether or not System Messages are visible.
• Tracker Login (PIN) - This is where you enter your login code or PIN for time tracker.

This is where calendar limits are set.

• Allow other users to view my Calendar - Default: Yes. This allows or restricts other QuickEasy users to view this user's calendar.
• Editing of Company Calendar allowed - Default: No. This sets whether the user is able to edit the company calendar.

This sets the email name and SMTP settings.

• E-mail Stationery - This is where an email signature can be set up. The HMTL editor allows for some customisation.
• E-mail Stationery - Quotations - This is only used when emailing quotations to a client, and allows for promotional messages to be included in the e-mail footer.
• SMTP Authentication: Active - Default: No. This sets whether SMTP authentication is required on the mail server.
• SMTP Authentication: From Address - This sets the 'From' address for outgoing e-mail.
• SMTP Authentication: Password - This is the password required to login to the SMTP server. Note - This password is not visible from within QuickEasy.
• 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 Requires TLS - Default: No. This sets whether the SMTP server requires TLS (Transport Layer Security) for secure e-mail delivery.
• SMTP Server - This is the SMTP server.
• SMTP Use QuickEasy Server - When this setting is set to 'Yes', none of the settings which are highlighted in red below are required. Using the QuickEasy SMTP Server requires e-mail addresses, from which e-mails will be sent, to be verified - this can be done through Helpdesk. The process involves an e-mail being sent to the address with a link to click for verification. This option uses AWS SES, which is carefully managed and monitored, so it should also increase the probability of getting e-mails delivered to the inbox.

This specifies what access is allowed, relative to the role of the staff member.

• 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 - This 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 - This ensures the user is unable to view, edit or create Customers.
• Price Manager - Access Allowed - Default: No. This allows or restricts the user to access, edit and create records in the Price Manager.
• Printing Setups - Access Allowed - Default: Yes. This allows or restricts the user to view and edit the printing setups, such as presses, printing types, ink groups, etc.
• Services - Access Allowed - Default: Yes. This allows or restricts the user to edit and create Services.
• Settings & Defaults - Access Allowed - Default: Yes. This allows or restricts user access to edit and view Settings & Defaults.
• Staff - Access Allowed - Default: Yes. This setting enables or restricts the user access to edit Staff Settings.
• Suppliers - Access Allowed - Default: Yes. This enables or restricts the user access to edit Supplier records.

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

• Inventory - Access Allowed - Default: Read-only.
  • None - No access is allowed to edit or view the Inventory module.
  • Read-only - Access is allowed to view the records in the Inventory module.
  • Full control - Access is allowed to view, edit and create records in the Inventory module.
• Material Movement - Deleting Allowed - Deleting of Material Movement will or will not be allowed.
• Materials - Access Allowed - Default: Read-only.
  • None - No access is allowed to edit or view the Materials module.
  • Read-only - Access is allowed to view the records in the Materials module.
  • Full control - Access is allowed to view, edit and create records in the Materials module.
• Stock Check - Access Allowed - Default: Full control.
  • None - No access is allowed to edit or view the Stock Check module.
  • Full control - Access is allowed to view, edit and create records in the Stock Check module.
  • Enter count only - This setting allows you to only update the count quantity of existing Stock Checks.
• Transfer Orders/Stock Movement/Material Movement - Access Allowed - Default: Yes. Allows or restricts access to view, edit or create records in the modules listed.

This specifies what access to the Quotations module is allowed, relative to the user's role.

• Default Type filter - This allows you to set what the default filter type will be for Quotations:
  • All - The default filter type will show Estimates and Quotations.
  • EST - Estimates will be the default selection, however Quotations may be selected.
  • QTE - Quotations will be the default selection, however Estimates may be selected.
  • EST Only - Only Estimate types will be visible.
  • QTE Only - Only Quotation types will be visible.
• Deleting Allowed - Default: No. If set to 'Yes' this will allow the user to delete quotes.
• Editing Allowed - Default: None.
  • None - This restricts you from opening, creating or editing a quote.
  • All - This gives you unrestricted access to create and / or edit quotes.
  • Own (user) - This settings gives you unrestricted access to edit quotes that have been created by the user.
• Printing Allowed - Default: User.
  • None - This restricts you from outputting any documents.
  • User - This gives you user-level printing access.
  • Supervisor - This gives you Supervisor-level access.
• View Materials & Services - Default: Yes. This settings enables or restricts you from viewing the Materials and Services tabs on a quotation.
• View Pricing - Default: Yes. This enables or restricts you from being able to view the Pricing tab on a quotation.
• Viewing Allowed- Default: All.
  • All - This setting allows you to view all quotes.
  • All Pending & Complete - This allows you to view all quotes where the Status group is Pending or Complete.
  • All Complete only - This allows you to view all quotes where the Status group is Complete only.
  • All Active only - This allows you to view all quotes where the Status group is Active only.
  • Only mine (I'm the rep) - This allows you to view all quotes where they are listed as the rep.
  • Only mine (I'm the user) - This allows you to view all quotes where they are listed as the user.
  • Only my Complete (I'm the rep) - This allows you to view all quotes where they are listed as the rep and the Status group is Complete.
  • Only my Complete (I'm the user) - This allows you to view all quotes where they are listed as the user and the Status group is Complete.
  • Only my Pending (I'm the rep) - This allows you to view all quotes where they are listed as the rep and the Status group is Pending.
  • Only my Pending (I'm the user) - This allows you to view all quotes where they are listed as the user and the Status group is Pending.
  • Only my Pending & Complete (I'm the rep) - This allows you to view all quotes where they are listed as the rep and Status group is Pending and Complete.
  • Only my Pending & Complete (I'm the user) - This allows you to view all quotes where they are listed as the user and the Status group is Pending and Complete.
  • Access denied - This restricts you from viewing quotes.

This specifies what access is allowed to the Sales Orders module, relative to the role of the user.

• Deleting Allowed - Default: No. This allows or restricts you from deleting Sales Orders.
• Editing Allowed - Default: No. This allows or restricts you from editing Sales Orders - Options include None, All, Own (User).
• New Allowed - This allows or restricts you from creating a new Sales Order or not.
• Printing Allowed - Default: User.
  • None - This restricts you from outputting any documents.
  • User - This gives you user-level printing access.
  • Supervisor - This gives you Supervisor-level access.
• Viewing Allowed - Default: All
  • All - This setting allows you to view all Sales Orders.
  • All Pending & Complete - This allows you to view all Sales Orders where the Status group is Pending or Complete.
  • All Complete only - This allows you to view all Sales Orders where the Status group is Complete only.
  • All Active only - This allows you to view all Sales Orders where the Status group is Active only.
  • Only mine (I'm the rep) - This allows you to view all Sales Orders where you are listed as the rep.
  • Only mine (I'm the user) - This allows you to view all Sales Orders where you are listed as the user.
  • Only my Complete (I'm the rep) - This allows you to view all Sales Orders where you are listed as the rep and the Status group is Complete.
  • Only my Complete (I'm the user) - This allows you to view all Sales Orders where you are listed as the user and the Status group is Complete.
  • Only my Pending (I'm the rep) - This allows you to view all Sales Orders where you are listed as the rep and the Status group is Pending.
  • Only my Pending (I'm the user) - This allows you to view all Sales Orders where you are listed as the user and the Status group is Pending.
  • Only my Pending & Complete (I'm the rep) - This allows you to view all Sales Orders where you are listed as the rep and Status group is Pending and Complete.
  • Only my Pending & Complete (I'm the user) - This allows you to view all Sales Orders where you are listed as the user and the Status group is Pending and Complete.
  • Access denied - This restricts you from viewing Sales Orders.

This specifies what access is allowed to the Work Orders module, relative to the role of the user.

• Deleting Allowed - Default: No. This allows or restricts you from deleting Work Orders.
• Editing Allowed - Default: No. This allows or restricts you from editing Work Orders - Options include None, All, Own (User).
• New Allowed - Default: Yes. This allows or restricts you from creating new Work Orders. Options include Yes, No.
• Printing Allowed - Default: User.
  • None - This restricts you from outputting any documents.
  • User - This gives you user-level printing access.
  • Supervisor - This gives you Supervisor-level access.
• Viewing Allowed - Default: All
  • All - This setting allows you to view all Work Orders.
  • All Pending & Active - This allows you to view all Work Orders where the Status group is Pending or Active.
  • All Pending only - This allows you to view all Work Orders where the Status group is Pending only.
  • All Active only - This allows you to view all Work Orders where the Status group is Active only.
  • Own (Rep) - This allows you to view all the Work Orders for themselves.
  • Access denied - This restricts you from viewing Work Orders.

This specifies what access is allowed to the Purchase Order module, relative to the role of the user.

• Access Allowed - Default: No. This allows or restricts access to view Purchase Orders in the Purchase Order module.
• Deleting Allowed - Default: No. This allows or restricts access to delete Purchase Orders.
• Editing Allowed - Default: No. This allows or restricts editing of Purchase Orders.
• New Allowed - Default: Yes. This allows or restricts the user from creating a new Purchase Order.
• Printing Allowed - Default: User.
  • None - This restricts the user from outputting any documents.
  • User - This gives the user user-level printing access.
  • Supervisor - This gives the user Supervisor-level access.
• When adding items from a Work Order, add the Instruction by default - Default: No. This setting determines whether or not the Instruction text from the Work Order is automatically included in the Purchase Order item.

This gives users access to copy rules and forms part of BOS's user security functionality.

• Customer Credit Notes - Copy to Materials Movement (Receive) - Default: Yes.
• Customer Invoices - Copy to Customer Credit Note - Default: Yes.
• Delivery Notes - Copy to Customer Invoice - Default: Yes.
• Materials Movement - Copy to Supplier Invoice - Default: Yes.
• Purchase Orders - Copy to Materials Movement (Receive) - Default: Yes.
• Purchase Orders - Copy to Sale Order - Default: Yes.
• Purchase Orders - Copy to Supplier Invoice - Default: Yes.
• Quotations - Copy to Sales Order - Default: Yes.
• Quotations - Copy to Work Order - Default: Yes.
• Sale Orders - Copy to Customer Invoice - Default: Yes.
• Sale Orders - Copy to Delivery Note - Default: Yes.
• Sale Orders - Copy to Materials Movement (Issue) - Default: Yes.
• Sale Orders - Copy to Purchase Order - Default: Yes.
• Sale Orders - Copy to Work Order - Default: Yes.
• Supplier Credit Notes - Copy to Materials Movement (Issue) - Default: Yes.
• Supplier Invoices - Copy to Supplier Credit Note - Default: Yes.
• Work Orders - Copy to Delivery Note - Default: Yes.
• Work Orders - Copy to Materials Movement (Issue Materials) - Default: Yes.
• Work Orders - Copy to Materials Movement (Receive Output) - Default: Yes.
• Work Orders - Copy to Materials Movement (Return Materials) - Default: Yes.
• Work Orders - Copy to Purchase Order - Default: Yes.

This specifies what access is allowed to the Accounting module, relative to the user's role.

• Accounting Reports - Access Allowed - Default: No. This determines whether or not you have access to Statements.
• Bank - Access Allowed - Default: No. This sets whether or not you have access to the Bank module.
• Cost of Sales Module - Access Allowed - Default: No. This sets whether or not you have access to the Cost of Sales module.
• Customer Age Analysis - Access Allowed - Default: Yes. This sets whether or not you have access to Customer Age Analysis.
• Customer Credit Notes - Access Allowed - Default: No. This sets whether or not you have access to the Customer Credit Notes module.
• Customer Invoices - Access Allowed - Default: None.
  • None - The user has no access to Customer Invoices.
  • User - The user has access to create and edit Customer Invoices that have not been printed (output) yet.
  • Supervisor - This user has unrestricted access to Customer Invoices.
• Financial Close Off Date - Access Allowed - Default: No. This sets whether or not you have access to Financial Close Off Date module.
• General Ledger - Default: All.
  • All - This allows the user to have unrestricted access to the General Ledger.
  • Only Customer Receipts - This allows you access to view and edit Customer Receipts in the Ledger.
  • Only Supplier payments - This allows you access to view and edit Supplier Payments only in the Ledger.
  • Only Customer receipts & Supplier payments - This allows you access to view and edit Customer Receipts and Supplier Payments in the Ledger.
  • Access denied - You have no access to the General Ledger.
• Supplier Age Analysis - Access Allowed - Default: Yes. This determines whether or not you have access to the Supplier Age Analysis.
• Supplier Credit Notes - Access Allowed - Default: None.
  • None - You have no access to Supplier Credit Notes.
  • User - You have access to create and edit Supplier Credit Notes that have not been printed (output) yet.
  • Supervisor - You have unrestricted access to Supplier Credit Notes.
• Supplier Invoices - Access Allowed - Default: None.
  • None - You have no access to Supplier Invoices.
  • User - You have access to create and edit Supplier Invoices that have not been printed (output) yet.
  • Supervisor - You have unrestricted access to Supplier Invoices.

This specifies the settings for the Planning Board, relative to the role of the user.

• Automatic Refresh/Update - Default: Manual.
  • Manual - This setting makes an 'Update' button visible and will pool all changes made on the Planning board, and show the updates once the button is clicked.
  • Auto-Refresh - This setting allows the Planning Board to be refreshed automatically, without clicking the 'View' button.
  • Auto-Update - This settings allows the Planning Board to update automatically as changes are made in the production line.
• Column width - Job List (Pixels) - Default: 300. This setting determines the column width for the Job List.
• Column width - Production Stages (Pixels) - Default: 200. This setting determines the column width for Production Stages on the Planning Board.
• Editing allowed - Default: Yes. This setting determines whether or not you can edit the tasks on the Planning Board.
• Settings - Access Allowed - Default: Yes. This setting determines whether or not you have access to change Planning Board settings.
• Visible Production Stages - This is where the Production Stages that need to be seen by you are added. Click Edit and select the Production Stages that need to be seen from the Available Stages list and click the right-arrow to add them to the Visible Stages list.

This is where the default output Templates (more here) can be uploaded for the following modules:

• Customer Age Analysis
• Customer Credit Notes
• Customer Invoices
• Delivery Notes
• Purchase Orders - Active
• Purchase Orders - Pending
• Quotations
• Sales Orders
• Transfer Orders
• Work Orders

This specifies what access is allowed to the Point of Sale module, relative to the user's role.

• Access Allowed - Default: Access Denied.
  • Operator - You have access to process payments on POS. They can create and complete orders, and perform Cash Ups.
  • Supervisor - You have unrestricted access to transactions in POS and can create and complete Cash Ups.
  • Access Denied - You cannot access POS.
• Add Custom Item - If Yes, the User is allowed to add a Custom Item from the POS Interface.
• Change Quantity on Items - If Yes, the User is allowed to change Item Quantities from the POS Interface.
• Default Inventory Location - This is where the default Inventory Location is listed. This setting specifies the location from which stock will be allocated for POS transactions by this user.
• Delete Items - If Yes, the User is allowed to delete an Item from the POS Interface.
• Edit Items - If Yes, the User is allowed to Edit an Item from the POS Interface.
• Login - PIN No. - Should there be more than one user, PIN login numbers are used to grant multiple user access. Enter the user's unique PIN here.
• Zero the price on Items - If Yes, the User is allowed to set the Item's price to zero from the POS Interface.

This specifies what access is allowed to the Workflows (more here) and Workspace (more here) modules, relative to the user role.

• Auto refresh - Seconds (0 = Manual Refresh) - This is to set when BOS auto refreshes the Workspace.
• Side Window width in pixels (Minimum 472px) - Default: 472. This determines the width of the Workspace window in pixels.
• Supervisor access (Select Modules) - Supervisor access allows you 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.
• User access (Select Modules) - User access allows you 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 Default View - Default: View All.
  • View All - This allows you an unrestricted view of the Workspace module that shows both Reminders and Indicators.
  • View Reminders only - This allows you a view of only their Reminders in the Workspace module.
  • View Indicators only - This allows you a view of only their Indicators in the Workspace module.
• Workspace - Open My Workspace when the program opens - Default: No. This determines if your Workspace opens automatically when QuickEasy is opened.

This specifies what access is allowed to the Dashboard (more here) and Reports modules (more here), relative to the user's role.

• Dashboard - Access Allowed - Default: No. This determines whether or not you have full access to the Dashboard.
• Dashboard - Display on My Workspace - This determines which Indicators are accessible to you. Click Edit and select the required Indicators from the Available Indicators list, and click the right-arrow to move them into the Visible Indicators list.
• Reports - Access Allowed - This determines which Reports you can view. Click Edit and select the required Reports from the Available Reports list, and click the right-arrow to move them into the Visible Reports list.

This specifies what access is allowed to these settings, relative to the user's role.

• Asset Register - Access Allowed - Default: Yes. This allows or restricts access to add and delete assets in the Asset Register module.
• Branches - Access Allowed - This allows you to determine which branch (own or all) this staff member can see, if Branches has been created: Settings > General > Branches > Edit > Add.
• Delivery Notes - Access Allowed - Default: Yes. This allows or restricts access to create Delivery Notes in the Delivery Notes module.
• Production Times - Access Allowed - Default: Yes. This allows or restricts access to Production Times.
• QuickEasy Form Designer - Access Allowed - Default: No. This allows or restricts access to the QuickEasy Form Designer.

This specifies what access is allowed to HR.

• Leave - Access Allowed - This restricts / allows access to the Leave module.
• Staff Summary - Access Allowed - This restricts / allows access to Staff Summary.