Users

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Users

You can setup a username and password for each person who uses EQ and assign them to a user group. A user group can then have different security levels (e.g. a salesman's username does not need access to invoicing parts of the program).

 

If using a multiuser system on a network each user must have their own password otherwise you will not be able to login on more than 1 PC. You can set as many users as you need; you are not restricted to the number of licences or PCs.

 

User Details

 

Click Tools > Users.

 

Click the add Add button to add a new line and type in a username and a password. Users are identified by their password so they must have one set, even if it is their name.

 

Enter a user name (will be displayed when the user is logged in, and will be used in progress notes) and enter a password for the user.

 

Administrator column

One username will be marked as the administrator with a tick in this column. Only one username can be an administrator. This user has access to load and remove catalogues. To change the administrator click another username and click the Administrator button.

 

Logged In column

Shows a tick when the user is logged in to EQ. If you have checked they are no longer using EQ you can click their name, then click Reset and respond Yes. This forces EQ to recognise the other is logged out.

 

Order Prefix column

Complete the prefix only if you want unique sales order numbers for each member of staff. E.g. prefix by branch or by user's initials.

 

Now users have been created see User Groups to assign access.

 

User Buttons

 

Reset User

Click a user to highlight them, and click Reset User to force reset them. Can be used when a user has not closed the software correctly and it is not actually running.

Note resetting a user when their software is still physically open, will not have any effect. The user should close EQ correctly using File > Exit or the X button.

 

Reset All Users

Click to reset all usernames that currently show a tick as being logged in, when they have not closed the software correctly and it is not actually running.

Note resetting users when their software is still physically open, will not have any effect. The user should close EQ correctly using File > Exit or the X button.

 

Administrator

Click a user to highlight them and click Administrator to promote that user o have administrator status. An EQ administrator is the only user who can download and import catalogues.

 

Duplicate

Click a user to highlight them and make a copy. It will duplicate the user's line entry and add "- Copy" to the end of the name. The order Prefix, Ref and settings within Additional Info will be copied. You need to change the password to make it unique.

 

User-Specific Settings

 

Click each of the following buttons to make changes to each user.

 

Signatures

 

Additional Info

 

User Groups Button

 

This shows the groups that the currently highlighted user, is included in. This is the alternative view from going into User Groups and clicking the Members button which shows all users in a group.