1. Select Maintain, Users, and then select Set Up Security.

Note: If setup security is greyed out, refer to Set Up Security option is grayed out.

2. Select the User Name you wish to edit, and then select Edit User's Rights. If using Quantum Accounting, select the Roles List tab.

Note: If using Quantum Accounting, you can also edit a role's access on the View/Edit Role button. Changes made to a role will apply to all users who use that role.

3. Select Administrator, Full Access, Selected Access, or select None.
   • Select Save if selecting Administrator or Full Access and skip to step 4
   • If choosing Selected Access, select Next and the Selected Access window will open
     1. In the Selected Access screen, set the desired user access to the different areas, and then select Save
4. If desired, repeat for other users.
5. Click Close.

Note: In order to process transactions, users must have Post and Unpost access, and access to the Forms for the given section if they will be printing. If they will be printing reports, they should also have a minimum of View access to Transactions in Prior Periods.