1. Select Maintain, Users, and Set Up User Security.
   
   NOTE:

   Have the administrator log in or follow these steps if Set Up User Security appears 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 role access with the View/Edit Role button. Changes made to a role apply to all users with that role.

    
3. Select Administrator, Full Access, Selected Access, or select None.
   
   NOTE:

   In Pro Accounting, you can only select Full or No Access for each individual section. Premium allows users to modify the access level for each individual task. Quantum allows users individual roles with full customization of the desired access levels.

     
   • 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
     • In the Selected Access screen, set the desired user access to the different areas, and then select Save
     • Users must have Post and Unpost access to process transactions
     • Users must have Forms access for a section to print from it
     • Users must have View access set to at least Transactions in Prior Periods to print reports 
4. If desired, repeat for other users.
5. Click Close.

Set Up User Security option is dimmed