Security and Program Preferences

Employees/Security | Company Preferences | Workstation Preferences

Security settings and program preferences can control the availability of many program features. If a feature is not available to you, your security group assignment or the program preference settings may not be set to allow you access to that feature.

Ask your system administrator to review these settings.

Employees & Security

Employees can be added and passwords and security rights assigned by selecting Security from the Employees menu. You must log in as the System Administrator to add employees.

Employees must be defined if you want to list their names on documents, create sales performance reports, limit access to specific features or for Pro users, track hours worked or commission sales.

By requiring employee logins, you can control access to features by assigning employees to one of four predefined security groups, each with a specified set of security rights. You can also define your own custom security groups with the access rights you prefer.

Program Preferences

The Company and Workstation preferences allow you to configure Point of Sale to work with your hardware and accessories, establish data control, and customize many features.

There are two preferences modules that are accessible from accessible from File > Preferences:

Company Preferences - affects all Point of Sale functions and workstations.

Workstation Preferences - applies to an individual workstation.

This arrangement allows you to maintain central control over critical program features through Company settings, while also allowing individual workstation setups to be optimized for a particular purpose or hardware.

Data Protection

The electronic data that you gather during day-to-day business operations is invaluable and must be protected from harm. Power failure, media defects, disgruntled employees, or hardware problems can destroy days or weeks of accumulated information. Backing up your data on a regular basis enables you to recover from such events as quickly and painlessly as possible. Failure to do so puts your entire business at risk.

Note: If you have Free Online Backup through your Point of Sale or QuickBooks Desktop support plans, it is a separate software that needs to be installed and configured for you to be protected.

Please read the data backup/restore overview and implementing a comprehensive data protection strategy for more information and suggestions.

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