Summary
How to set up and edit users’ rights and roles to allow or deny access to certain program areas or functions.
Resolution
- Select Maintain, Users, and Set Up User Security.
- Select the User Name you wish to edit, and then select Edit User's Rights. If using Quantum Accounting, select the Roles List tab.
- 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
- 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
- If desired, repeat for other users.
- Click Close.