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2026-01-27 18:07:54 -06:00
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>about_the_security_administrator</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style type="text/css">
<!--
body { background-color:#ffffe8; }
-->
</style>
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">About the Security System Administrator</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><span style="font-variant-ligatures: normal; font-variant-caps: normal; orphans: 2; widows: 2; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; display: inline ! important ; float: none;">popup topic has been hidden</span></p>
<p class="Help-Text" style="font-size: 9pt;">Initially, one user, called the Security System Administrator (<span class="hcp1">Sysadmin</span>), is defined for you. This system user has access to all program areas and data and cannot be deleted. &#160;</p>
<p class="Help-Text" style="margin: 4pt 6.5pt 0pt 2pt; text-align: left; font-family: Arial; color: #000000; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; font-size: 9pt;">Only the System Administrator user can add or delete employees, turn on/off the requirement to log in to use the program, and change passwords for other employees.</p>
<p class="Help-Text" style="margin: 4pt 6.5pt 0pt 2pt; text-align: left; font-family: Arial; color: #000000; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; font-size: 9pt;">To initially login to Point of Sale as the System Administrator, enter or select <span class="hcp1">Sysadmin</span> as the user and leave the password field blank.</p>
<p class="Help-Info-Line">To prevent unauthorized access to the program and security settings, it is strongly suggested that you change the password for the Sysadmin user immediately after accessing the Employees &amp; Security area for the first time. Write your password down and store it in a secure place.</p>
<p class="Help-Text">&#160;</p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Basics">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Log In/Out</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
img.hcp1 { border:none; }
font.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Log In/Out</p>
<p class="Help-Text"><a href="secadminoverview.htm">Employee &amp; Security Overview</a> <font color="#C0C0C0">|</font> <a href="../qbpos_company_preferences/sysprefs04.htm">Log In/Out Preferences</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Employees can be required to log in/out of Point of Sale to provide both security and accountability. Login names and passwords are initially defined by the <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('about_the_security_administrator.html');return false;">System Administrator<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a>, as are the security rights assigned to each employee.</p>
<p class="Help-Info-Line">To access the Log In/Out dialog:</p>
<p class="Help-Text">You can access the Log In/Out dialog in any of these ways:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Upon program startup, if <a href="secadmin08.htm">requiring user logins</a>, the Log In dialog is automatically displayed</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Click the small arrow adjacent to the logged-in employee's name, and then click <font class="hcp2">Log In/Log Out</font> from the drop-down menu<img src="../image/loggedin_employee.gif" alt="Logged-in employee" title="Logged-in employee" width="149" height="48" align="left" border="0" class="hcp1"></p>
</li>
</ul>
<p class="Help-Info-Line">To log in:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select your user name from the drop-down list.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter your password in the <font class="hcp2">Password</font> field. (<font style="font-style: italic;">Passwords are</font> <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_casesensitive">case-sensitive</a>.)</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">click <font class="hcp2">Log In</font>.</p>
</li>
</ol>
<p class="Help-Indent">The name of the logged-in user is displayed at the top of most Point of Sale screens and is auto-filled into the <font class="hcp2">Associate</font> and <font class="hcp2">Cashier</font> fields on documents.</p>
<p class="Help-Info-Line">To log out:</p>
<ol>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Access the Log In/Out dialog as described above.</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">click <font class="hcp2">Log Out</font>.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2"><font class="hcp2">Notes:</font></p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">To log in/out, the <a href="../qbpos_company_preferences/sysprefs04.htm">Require users to sign in</a> preference must be enabled by the <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_sysadmin">System Administrator.<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Optionally, you can enable <a href="basic_autologout.htm">automatic security logouts</a>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">A logged-in employee does not have to log out before a second employee logs in. The second employees login will automatically log out the first employee. This feature saves time if it is necessary for an employee with higher security rights to log in to complete an action that the first employee cannot.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The <a href="secadmin_mgr_override.htm">Manager Override</a> login dialog may be automatically displayed if the current user does not have security rights to complete a selected action.</p>
</li>
</ul>
<p class="Help-Main-Topic-Links"><a href="basic210.htm">Return to top</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="secadmin02.htm">Add employees &amp; define security</a></p>
<script type="text/javascript" language="JavaScript1.2">
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FilePopupInit('a1');
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Automatic Security Logouts</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Automatic Security Logouts</p>
<p class="Help-Text"><a href="secadminoverview.htm">Employees &amp; Security Overview</a> <font color="#C0C0C0">|</font> <a href="basic210.htm">Log In/Out</a> <span style="color: #c0c0c0;">|</span> <a href="secadmin_timecards_clockinout.htm">Clocking In/Out</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Your Point of Sale preferences can be set such that employees are automatically logged out under the following two circumstances.</p>
<p class="Help-Text">Select a link to view preference setting information for these options.</p>
<p class="Help-Text"><a href="../qbpos_workstation_preferences/wsprefs02.htm">Log out after a period of inactivity</a></p>
<p class="Help-Text"><a href="../qbpos_company_preferences/sysprefs04.htm">Log out after each sales transaction</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span style="font-weight: bold;">Important</span>: Don't use the automatic logout after a period of inactivity if <a href="../qbpos_data_protection/backup_automatic.htm">scheduling backups</a> or <a href="../qbpos_multi_store/store_exchange_schedule.htm">Store Exchanges</a> to occur when the computer is unattended.</p>
<p class="Help-Text">&#160;</p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Change your Login Password</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
font.hcp2 { font-weight:bold; }
img.hcp3 { border:none; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Change your Login Password</p>
<p class="Help-Main-Topic-Links"><a href="secadminoverview.htm">Employees &amp; Security Overview</a> <span style="color: #c0c0c0;">|</span> <a href="basic210.htm">Log In/Out</a></p>
<p class="help-main-topic-links">&#160;</p>
<p class="Help-Text">You can change your own login password using the procedure below. No access to the full employee record is provided with this procedure. It is recommended that you change your password every 90 days.</p>
<p class="Help-Info-Line">To change your own password:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Log in using your current password.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the Employees menu, select <span class="hcp1">C</span><font class="hcp2">hange Employee Password</font>.</p>
</li>
</ol>
<p class="Help-Indent">The Change Password window is displayed.</p>
<p class="Help-Indent"><a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('secadmin_passwords.htm');return false;">Tips for passwords<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></a></p>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter your current (old) password.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter a new password. Confirm the new password by entering it again.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Click <span class="hcp1">OK</span>.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2"><font class="hcp2">Note:</font></p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Only the <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('about_the_security_administrator.html');return false;">System Administrator<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></a> can change passwords for other employees.</p>
</li>
</ul>
<script type="text/javascript" language="JavaScript1.2">
//<![CDATA[
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
FilePopupInit('a2');
FilePopupInit('a1');
//]]>
</script>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="SecAdmin">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Add an Employee</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
img.hcp1 { border:none; }
font.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Add an Employee</p>
<p class="Help-Text"><a href="secadmin04.htm">Edit an Employee Record</a> <font color="#C0C0C0">|</font> <a href="secadmin05.htm">Delete an Employee Record</a> &#160;</p>
<p class="help-main-topic-links">&#160;</p>
<p class="Help-Text">Use this procedure to add employees in Point of Sale and optionally assign security group rights. The rights of the assigned security group determine the employees access to Point of Sale features.</p>
<p class="Help-Text">If requiring logins, only the <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('about_the_security_administrator.html');return false;">System Administrator<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a> can add employees.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note">If you have accessed this topic after copying another employee record, start with Step 4. Edit the information brought from the copied record as needed.</p>
<p class="Help-Info-Line">To add a new employee:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">If requiring logins, log in to Point of Sale as the System Administrator.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the Employees menu, select <font class="hcp2">Employee List</font>.</p>
</li>
</ol>
<p class="Help-Indent">Your employee list is displayed.</p>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp2">N</font><font class="hcp2">ew</font> <font class="hcp2">E</font><font class="hcp2">mployee</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter employee name, contact information, and other information in the appropriate fields:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">The optional <font class="hcp2">Notes</font> field on the Custom tab can be used to show schedules, vacations, etc.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">(Pro) If applicable, enter a <a href="secadmin_commissions.htm">commission</a> percentage if you will pay the employee a commission on eligible sales.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">(Pro) If using <a href="secadmin_timecards.htm">Time Clock</a> to track hours worked for the employee, select the <span style="font-weight: bold;">Hourly</span> check box. The employee will be prompted to clock in/out for purposes of tracking hours worked.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">(Pro) <a href="../qbpos_fields/fields_custom.htm">Custom</a> fields on the Custom tab can be used to record additional employee information.</p>
</li>
</ul>
<ol start="5">
<li class="p-Help-Steps">
<p class="Help-Steps">If requiring logins to use the program, also complete the following:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List"><font class="hcp2">Login Name:</font> Assign an alphanumeric login name. Login names must be unique and be made up of letters or numbers and the dash, underscore, and dot/period characters. Login names cannot include spaces or other special characters. Once assigned, login names cannot be changed.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List"><font class="hcp2">Security Group:</font> Displays the list of security groups that can be assigned to the employee. Select security group from the drop-down list of your available groups (the four <a href="secadmin01.htm">predefined groups</a> and your <a href="secadmin10.htm">custom groups</a>).</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List"><font class="hcp2">Password:</font> Select <font class="hcp2">Create Password</font>. Enter a password and enter it again to confirm. <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('secadmin_passwords.htm');return false;">Tips for passwords<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
</li>
</ul>
<ol start="6">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <font class="hcp2">S</font><font class="hcp2">ave</font> or <font class="hcp2">Save and N</font><font class="hcp2">ew</font> if adding another employee.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The currently logged in employee must log out and then log in again for changes to take effect in Point of Sale.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Pro) Employees and security rights are defined at each store independently and are not exchanged between stores. However, if using Time Clock, the time records of hourly employees are sent from remote stores to Headquarters. When a new employee is added to Point of Sale at a remote store, the remote may want to contact Headquarters outside of Point of Sale to have the employee added to the employee list at Headquarters for payroll or other purposes.</p>
</li>
</ul>
<p class="Help-Main-Topic-Links"><a href="secadmin02.htm">Return to top</a></p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="secadmin03.htm">Copying an employee record</a></p>
<p class="Help-Main-Topic-Links"><a href="secadmin07.htm">Tracking employees without requiring logins</a></p>
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</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="SecAdmin">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Copy an Employee Record</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
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font.hcp2 { font-weight:bold; }
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font-size: 13pt !important;
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</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Copy an Employee Record</p>
<p class="Help-Text"><a href="secadmin02.htm">Add an Employee</a> <font color="#C0C0C0">|</font> <a href="secadmin04.htm" class="hcp1">Edit an Employee</a> <span style="color: #c0c0c0;">|</span> <a href="secadmin05.htm" class="hcp1">Delete an Employee</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Copying an existing employee record is a quick way to add a new employee with similar information. When you copy an employee record, all of the information except login name and password is carried to the new employee record. You can then edit the new record to make it unique, as necessary. You cannot copy the <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('about_the_security_administrator.html');return false;">System Administrator<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a> record.</p>
<p class="Help-Text">If requiring logins, only the System Administrator can copy an employee record.</p>
<p class="Help-Info-Line">To copy an employee record to create a new one:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the Employees menu, select <span style="font-weight: bold;">Employee List</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select or display the employee record to be copied.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp2">C</font><font class="hcp2">opy</font> <font class="hcp2">E</font><font class="hcp2">mployee</font> from the window tool bar.</p>
</li>
</ol>
<p class="Help-Indent">All information except the login name and password is copied to the new employee record.</p>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter a Login name and create a password for the new employee, make any other changes that are necessary, and assign a security group.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Click <font class="hcp2">Save</font>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="secadminoverview.htm">Employees &amp; security overview</a></p>
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="SecAdmin">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>View or Edit an Employee Record</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
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img.hcp1 { border:none; }
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font.hcp3 { font-weight:bold; }
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</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">View or Edit an Employee Record</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a> <font color="#C0C0C0">|</font> <a href="secadmin02.htm">Add an Employee</a> <font color="#C0C0C0">|</font> <a href="secadmin03.htm">Copy a Record</a></p>
<div class="droptext" id="POPUP295191972" style="display: none;">
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
<col style="width: 50%;">
<col style="width: 50%;">
<tr style="vertical-align: top;">
<td style="width: 50%; padding-right: 10px; padding-left: 10px; border-right-width: 1px; border-right-style: Solid;">
<p class="Help-Text" style="font-size: 9pt;">Working with Employees</p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin02.htm">Add an employee</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin05.htm">Delete an employee record</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin_prntemplst.htm">Print or export my employee list</a></p>
<p class="Help-Text"><a href="secadmin_timecards.htm">Track employee hours worked</a></p>
<p class="Help-Text"><a href="secadmin_commissions.htm">Track sales commissions</a></p>
</td>
<td style="width: 50%; padding-right: 10px; padding-left: 10px;">
<p class="Help-Text" style="font-size: 9pt;">Working with Security</p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin08.htm">Turn security on/off (require logins)</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="basic210.htm">Log In or out</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="sec_admin_chgemplpw.htm">Change my password</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin07.htm">Track employees without requiring logins</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin12.htm">View or edit a security group</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin10.htm">Create a new security group</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin13.htm">Delete a security group</a></p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
</div>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Only the <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('about_the_security_administrator.html');return false;">System Administrator<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a> can edit employee passwords. Other users, with adequate rights, can edit other employee information or change the security group assignment. An employee's <span class="hcp2">Login Name</span> can never be edited.</p>
<p class="Help-Info-Line">To view or edit employee records:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the Employees menu, select <span class="hcp2">Employee List</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Highlight the employees record in your employee list.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp3">E</font><font class="hcp3">dit</font> <font class="hcp3">E</font><font class="hcp3">mployee</font>. The employees record is displayed.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Make changes as needed.</p>
</li>
</ol>
<ol start="4">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp3">S</font><font class="hcp3">ave</font>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_list_edit_mode.htm">Tip: Use List Edit mode to edit many records quickly</a>. In the employee list, list edit mode is a quick way to change the security group assignments for several employees, or to update ZIP codes or phone area codes when changes occur.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="secadmin05.htm">Delete an employee record</a></p>
<p class="Help-Main-Topic-Links"><a href="secadmin_commissions.htm">Track employee commissions</a></p>
<p class="Help-Main-Topic-Links"><a href="secadmin_timecards.htm">Track employee hours worked</a></p>
<p class="Help-Main-Topic-Links"><a href="secadminoverview.htm">Employees &amp; security overview</a></p>
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="SecAdmin">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Delete an Employee Record</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
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img.hcp1 { border:none; }
font.hcp2 { font-weight:bold; }
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</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Delete an Employee Record</p>
<p class="Help-Text"><a href="secadmin02.htm">Add an Employee</a> <font color="#C0C0C0">|</font> <a href="secadmin04.htm">View or Edit an Employee</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Only the <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('about_the_security_administrator.html');return false;">System Administrator<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a> can delete employees. You cannot delete the System Administrator.</p>
<p class="Help-Info-Line">To delete employees:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select the employee record(s) to be deleted from your employee list. <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic_list_multiselect.htm.htm');return false;">How do I select multiple employees?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
</li>
</ol>
<ol start="2">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <font class="hcp2">Delete Employees</font> from the I Want To menu.</p>
</li>
</ol>
<p class="Help-Indent">(Pro) You will be alerted if any of the selected employee(s) are currently clocked in.</p>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">If the confirmation window is displayed, select <font class="hcp2">Delete</font> to complete the action.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="secadminoverview.htm">Employees &amp; security overview</a></p>
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Track Employees without Requiring Logins</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Track Employees without Requiring Logins</p>
<p class="Help-Text"><a href="secadminoverview.htm">Employees &amp; Security Overview</a> <span style="color: #c0c0c0;">|</span> <a href="secadmin08.htm">Turn Security On/Off</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">If you want to record employee names on documents so you can run sales reports by employee and/or track commissions, but you do not want to require employees to login or limit access to certain program features, you should still define employees in Employees &amp; Security.</p>
<p class="Help-Text">Once employees have been defined, the employee names are available for selection on any document that contains the <font class="hcp1">Associate</font> or <font class="hcp1">Cashier</font> fields. Select a name from the drop-down list of defined employees.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Warning"><img src="../image/warning_icon_small.gif" alt="" style="border: none;" width="24" height="25" border="0"> <span style="font-weight: bold;">Warning:</span> If you do not require employees to log in, there will be no restrictions on employee access to program features or data. All employees will have access to all areas. In addition, not requiring password access may make your company data more vulnerable to unauthorized access from outside sources, such as across a shared network or via the Internet. Click <a href="../qbpos_data_protection/backup_strategy.htm">here</a> to read recommendations for a comprehensive data protection strategy.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="secadmin02.htm">Add an employee</a></p>
<p class="Help-Main-Topic-Links"><a href="secadminoverview.htm">Employees &amp; security overview</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Turn Security On/Off</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
font.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
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body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Turn Security On/Off</p>
<p class="Help-Text"><a href="basic210.htm">Log In/Out</a> <font color="#C0C0C0">|</font> <a href="secadmin02.htm">Add Employees</a> <font color="#C0C0C0">|</font> <a href="secadmin01.htm">Security Rights</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Requiring employees to log in with a login name and password activates the security features of Point of Sale.</p>
<p class="Help-Info-Line">To activate security:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">At the home page, select <span class="hcp1">P</span><font class="hcp2">references</font> <font style="font-family: 'Wingdings 3'; font-weight: bold;" face="Wingdings 3"></font> <font class="hcp2">Company</font> from the File menu.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp1">G</span><font class="hcp2">eneral</font> from the left-side preferences list.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select the <font class="hcp2">Require users to log in</font> check box.</p>
</li>
</ol>
<ol start="5">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter a password for the <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('about_the_security_administrator.html');return false;">System Administrator<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a> when prompted.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp2">Save</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Log in as the System Administrator using the password defined in Step 5 or as another employee previously set up.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">After activating security in this manner, <a href="secadmin02.htm">add</a> or <a href="secadmin04.htm">edit employee records</a>, assigning user names, passwords, and security rights as needed.</p>
<p class="Help-Text">Only the System Administrator can change this setting in the future. To deactivate security, come to the same preference page and clear the check box.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="secadmin07.htm">Track employee transactions without requiring logins</a></p>
<p class="Help-Main-Topic-Links"><a href="secadminoverview.htm">Employees &amp; security overview</a></p>
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Create a New Security Group</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
font.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
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</style>
</head>
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Add <span style="background-color: #008000;">a New Security Group</span></p>
<p class="Help-Text"><a href="secadmin11.htm">Copy a Security Group</a> <font color="#C0C0C0">|</font> <a href="secadmin12.htm">View or Edit Group Rights</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">You are not limited to the predefined security groups. You can create new security groups with your preferred security rights, and then assign them to your employees.</p>
<p class="Help-Info-Line">To add a new security group:</p>
<ol style="list-style: decimal;">
<li class="p-Help-Text">
<p class="Help-Text">From the Employees menu, select <span class="hcp1">Security</span>.</p>
</li>
<li class="p-Help-Text">
<p class="Help-Text">Select <font class="hcp2">New Group</font> from the window toolbar.</p>
</li>
<li class="p-Help-Text">
<p class="Help-Text">In the New Group dialog, enter a unique name for the group and select <span class="hcp1">OK</span>.</p>
</li>
<li class="p-Help-Text">
<p class="Help-Text">The new group is created and added as a new column to the Security window. The group initially has no security rights.</p>
</li>
<li class="p-Help-Text">
<p class="Help-Text"><a href="secadmin12.htm">Edit</a> the security rights of the new group, granting rights as needed.</p>
</li>
<li class="p-Help-Text">
<p class="Help-Text">Select <font class="hcp2">Save</font>.</p>
</li>
<li class="p-Help-Text">
<p class="Help-Text">Assign the new group to employees, using the procedures described in the <a href="secadmin04.htm">Viewing or Editing an Employee Record</a> topic.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Note"><span class="hcp1">Multi-Store Note</span>: Security settings are not shared among stores; each store can create security groups as needed to control access on a local level.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="secadmin13.htm">Delete a security group</a></p>
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<title>Copy a Security Group</title>
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<p class="Help-Heading-1" style="background-color: #008000;">Copy a Security Group</p>
<p class="Help-Text"><a href="secadmin10.htm">Custom Security Groups</a> <font color="#C0C0C0">|</font> <a href="secadmin12.htm">View or Edit Group Rights</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">You can quickly create a new security group by copying an existing one. Once copied, simply edit the rights of the new group as necessary and then assign it to your employees. The employees assigned to the original group are not copied to the new group; you must manually assign them.</p>
<p class="Help-Info-Line">To copy a security group:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the Employees menu, select <font class="hcp1">Security</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">Copy Group <span style="font-weight: normal;">from the window toolbar</span></font>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">In the Copy Security Group dialog, select the group to be copied, enter a unique name for the new group, and then select <span style="font-weight: bold;">Copy Group</span>.</p>
</li>
</ol>
<p class="Help-Indent">The new group is created and added as a new column to the Security window. The initial rights are the same as the group that was copied.</p>
<ol start="4">
<li class="p-Help-Steps">
<p class="Help-Steps"><a href="secadmin12.htm">Edit</a> the security rights of the new group, as necessary.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">Save</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Assign the new group to employees, using the procedures described in the <a href="secadmin04.htm">View or Edit an Employee Record</a> topic.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="secadmin13.htm">Delete a custom security group</a></p>
<p class="Help-Main-Topic-Links"><a href="secadminoverview.htm">Employees &amp; security overview</a></p>
</body>
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<p class="Help-Heading-1" style="background-color: #008000;">View or Edit a Security Group</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" style="border: none;" width="11" height="11" border="0"></a> <font color="#C0C0C0">|</font> <a href="secadmin10.htm">Add a Security Group</a> <font color="#C0C0C0">|</font> <a href="secadmin11.htm">Copy a Security Group</a></p>
<div class="droptext" id="POPUP297636506" style="display: none;">
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
<col style="width: 50%;">
<col style="width: 50%;">
<tr style="vertical-align: top;">
<td style="width:50%;" class="hcp1">
<p class="Help-Text" style="font-size: 9pt;">Working with Employees</p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin02.htm">Add an employee</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin04.htm">View/edit an employee record</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin05.htm">Delete an employee record</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin_prntemplst.htm">Print or export my employee list</a></p>
<p class="Help-Text"><a href="secadmin_timecards.htm">Track employee hours worked</a></p>
<p class="Help-Text"><a href="secadmin_commissions.htm">Track sales commissions</a></p>
</td>
<td style="width:50%;" class="hcp1">
<p class="Help-Text" style="font-size: 9pt;">Working with Security</p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin08.htm">Turn security on/off (require logins)</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="basic210.htm">Log In or out</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="sec_admin_chgemplpw.htm">Change my password</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin07.htm">Track employees without requiring logins</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin10.htm">Create a new security group</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin13.htm">Delete a security group</a></p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
</div>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">With adequate security rights to do so, you can view and edit the security rights assigned to any of your security groups or add a new group with the rights needed. If employees assigned to a group you are editing are currently working in Point of Sale, their revised rights won't go into effect for them until they log out and then back in.</p>
<p class="Help-Info-Line">To view or edit a security group:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the Employees menu, select <span class="hcp2">Security</span>. (Or, from the Employee list, select <font class="hcp3">View/Edit Security Rights</font> from the I Want To menu.)</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select or clear checkboxes for specific rights in the columns for any of your security groups.</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">Use the <span class="hcp2">View</span> drop-down to limit the displayed rights to a single area of the program or choose <span class="hcp2">All Security Rights</span> to view them all.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">Use the <span class="hcp2">Find</span> field at the top of the window to search for a specific right by keyword. To narrow your search, select a program area from the <span class="hcp2">View</span> drop-down list first.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">Select <span class="hcp2">Revert Default Groups</span> at the bottom of the window to reset all rights of the four predefined groups back to the default settings.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">Select <span class="hcp2">Print</span> to print a report of the assigned security rights by group.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">Options to rename or delete a group are available from the I Want To menu.</p>
</li>
</ul>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <font class="hcp3">Save</font>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you can't find a security right in the program area you are expecting it, try selecting <span class="hcp2">General</span>, <span class="hcp2">POS</span>, or <span class="hcp2">All Security Rights</span> from the View drop-down list and then searching for it.</p>
</li>
</ul>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="secadmin01.htm">Default rights for predefined groups</a></p>
<p class="Help-Main-Topic-Links"><a href="secadminoverview.htm">Employees &amp; security overview</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Delete a Security Group</p>
<p class="Help-Text"><a href="secadmin10.htm">Add a Custom Security Group</a> <span style="color: #c0c0c0;">|</span> <a href="secadminoverview.htm">Employees &amp; Security Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">You can only delete your custom security groups.</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the Employees menu, select <span class="hcp1">Security</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the I Want To menu, select <span class="hcp1">Delete Group</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">In the <span class="hcp1">Delete Security roup</span> dialog, select the group you wish to delete from the drop-down list. In the second drop-down, specify the group to which the employees from the deleted group should be assigned.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Click <font style="font-weight: bold;">Delete</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">If prompted, select <span class="hcp1">Yes</span> to confirm the deletion.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="secadmin01.htm">Security rights for predefined groups</a></p>
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<title>Track Employee Sales Commissions</title>
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<p class="Help-Heading-1" style="background-color: #008000;">Track Employee Sales Commissions</p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text" style="font-family: Arial, sans-serif;">If you pay your employees a commission for sales, Point of Sale can calculate and report commission amounts for you. Each employee can have his own commission rate and items can be marked in inventory as eligible or not for commission. When making a sale of items earning a commission, Point of Sale will calculate the commissions which can be seen in a report.</p>
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<title>Security: Manager Override</title>
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<p class="Help-Heading-1">Security: Manager Override</p>
<p class="Help-Text"><a href="secadminoverview.htm">Security Overview</a> <span class="hcp1">|</span> <a href="basic210.htm">Log In/Out</a> <span class="hcp1">|</span> <a href="secadmin01.htm">Default Rights</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Many actions can be completed only by users with sufficient security rights to perform them. The Manager Override function provides an option for those times when it may be necessary for a manager to accomplish a sales task for which the current logged-in user does not have sufficient rights.</p>
<p class="Help-Text">When a sales task is attempted for which the current user does not have rights, the Manager Override alert is displayed, which allows a manger to temporarily sign in and complete the action. The manager login is good only for the current task, security immediately reverts to the previous user.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><img src="../image/security_override.gif" alt="Manager Override" title="Manager Override" style="border: none;" width="312" height="196" border="0"></p>
<p class="Help-Info-Line">To override a security limitation:</p>
<ol style="list-style: decimal;">
<li class="p-Help-Steps">
<p class="Help-Steps">When the Manager Override dialog is displayed and you wish to override the limitation on the current user, sign in with your user name and password.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Complete the task and save.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Security automatically reverts to the previous user.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Selection-Filename">Only certain point-of-sale tasks &#160;trigger the Manager Override alert:</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Attempting to give a discount on a receipt without the right to do so</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Attempting to sell item with a zero price or changing the price</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Attempting to entering a negative quantity on a regular sales receipt</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Attempting to accept a check when the customer record is flagged "Do not accept checks"</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Attempting to charge a new sale to a customer account when the charge would exceed the customer's account limit or a past due amount is indicated</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Attempting certain other edits at the time of sale</p>
</li>
</ul>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The <a href="../qbpos_recording_sales_and_returns/receipt1028.htm">Cashier and Associate</a> fields retain the original entries; they do not change to reflect the override user.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Other windows opened while in Manager Override will have the elevated rights of the manager, but once the original task is completed these windows will be downgraded to the original user's rights or automatically closed if the original user has no rights to them.</p>
</li>
</ul>
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<title>secadmin_passwords</title>
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<p class="Help-Heading-2">Using Passwords to Protect your Data</p>
<p class="Help-Text">This is a popup topic. <font style="font-size: 8pt; font-weight: bold;" color="#33CCCC" size="2">and has been hidden</font></p>
<p class="Help-Text">Password logins, combined with security group assignments, can be used in Point of Sale to restrict employee access to features or sensitive data. A password is also required to encrypt Store Exchange files sent between stores. </p>
<p class="Help-Text">The following apply to passwords in Point of Sale:</p>
<ul>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Can be any combination of up to twenty letters, numbers, or special characters. Choose a password that you can easily remember but that cannot be easily guessed by others.</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Passwords are case-sensitive; i.e. they must be entered with the same combination of upper and lower-case characters each time.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">The Store Exchange password must be the same at each store.</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Write down and store your passwords in a safe place.</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">If you have forgotten your password, ask your Security Administrator to &#160;assign you a new one.</p>
</li>
</ul>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Print or Export Your Employee List</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<p class="Help-Heading-1" style="background-color: #008000;">Print or Export Your Employee List</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/printing/basic243.htm">Printing Basics</a> <font color="#C0C0C0">|</font> <a href="../qbposimp/export_datawizard.htm">Export Data</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_reports_and_sales_charts/reportsoverview.htm">Reports Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">A list of your employees can be printed or exported to Excel for reference. Other employee reports, such as Employee Sales in various formats are available in the reports area.</p>
<p class="Help-Text">(Pro) You also have access to Employee Commissions and Time Clock reports. &#160;</p>
<p class="Help-Info-Line">To print or export from the Employee List:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Display your employee list and select the records you wish to print or export. <a href="../qbpos_basic_procedures/basic_list_multiselect.htm.htm">How do I select multiple records in a list?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a></p>
</li>
</ol>
<p class="Help-Indent">If printing or exporting a group of related records, you may find it helpful to <a href="../qbpos_basic_procedures/basic262.htm">filter</a> the list first. To print or export the entire list, make sure the list filter is set to display all records.</p>
<ol start="2">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the window toolbar, select <font class="hcp1">P</font><font class="hcp1">rint</font>.</p>
</li>
</ol>
<p class="Help-Indent">OR</p>
<p class="Help-Indent">From the I Want To menu, select <font class="hcp1">Export to Excel</font>.</p>
<ol start="3" style="list-style: decimal;">
<li class="p-Help-Steps">
<p class="Help-Steps">Follow the on-screen instructions to print/export the selected records, displayed records, or all records.</p>
</li>
</ol>
<p class="Help-Info-Line">To print or export your employee list as a report:</p>
<p class="Help-Text">Printing or exporting your list as a report gives you additional flexibility in formatting and filtering.</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the Reports menu at the home page, select Report Center.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp2">E</span><font class="hcp1">mployees</font> <font style="font-family: 'Wingdings 3'; font-weight: bold;" face="Wingdings 3"></font> <span class="hcp2">E</span><font class="hcp1">mployee List</font> as the report type.</p>
</li>
</ol>
<p class="Help-Indent">The employee list report is displayed with default settings.</p>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <font class="hcp1">Modify</font> to change report columns, filters, display options, etc</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">OK</font>. The report is re-generated and displayed on the screen.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">Print</font> or <font class="hcp1">Excel</font> to output the report as desired.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="secadminoverview.htm">Employees &amp; security overview</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Track Employee Hours</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Track Employee Hours Worked</p>
<p class="Help-Text"><a href="secadminoverview.htm">Employee &amp; Security Overview</a> <span style="color: #c0c0c0;">|</span> <span style="color: #0000ff;"><a href="secadmin_timecards_clockinout.htm">Clock In/Out</a></span></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text">Point of Sale's Time Clock provides a way to track employee hours worked. Employees clock in and out to begin and end their work shifts. Associated tools and reports are available for managers to review and edit time clock records when needed. If you are integrated with QuickBooks Desktop Financial Software, Time Clock entries can be sent to your financial software to use in preparing your payroll.</p>
<p class="Help-Text">The Time Clock feature is turned on by selecting <span style="font-weight: bold;">I want to track employee hours</span> on the General page of <a href="../qbpos_company_preferences/sysprefs04.htm">company preferences</a>. Time Clock tasks are then available from the Employees menu.</p>
<p class="Help-Text">In a multi-store configuration, time records are sent from remote stores to Headquarters and Headquarters can add or edit Time Clock entries for any store.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">* If you are on an earlier version of QuickBooks Desktop Financial Software, your time entries are not sent. However, the Time Clock Weekly Summary report in Point of Sale is formatted the same as the employee Weekly Timesheet available in QuickBooks Desktop, allowing you to quickly transpose your time worked information for payroll processing.</p>
<p class="Help-Info-Line">Select a topic to learn more:</p>
<p class="Help-Text"><a href="secadmin_timecards_correcting.htm">Correct a time entry</a></p>
<p class="Help-Text"><a href="secadmin_timecards_manageclockins.htm">Manage clocked-in employees</a></p>
<p class="Help-Text"><a href="secadmin_timecards_history.htm">Time Clock history</a></p>
<p class="Help-Text" style="color: #0000ff;"><a href="secadmin_timecards_report.htm">Time Clock reports</a></p>
<p class="Help-Text" style="color: #0000ff;"><a href="secadmin01.htm#secadmin_midtopic_20">Security rights for time tracking</a></p>
<p class="Help-Text"><a href="../qbpos_qb_data_exchange/financialexchange_employeehours.htm">Send time records to QuickBooks Desktop for payroll</a></p>
<div style="width: 100%; position: relative;" id="footer">
<p>&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." style="border: none;" width="9" height="15" border="0"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
</div>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Clock In/Out</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Clock In/Out</p>
<p class="Help-Text"><a href="basic210.htm">Log In/Out of Point of Sale</a> <span style="color: #c0c0c0;">|</span> <a href="sec_admin_chgemplpw.htm">Change your Password</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Note"><span class="hcp1">Note</span>: The availability of Time Clock is controlled by your <a href="../qbpos_company_preferences/sysprefs04.htm">Features to Use preference</a> settings and employees must be set up as hourly employees. <a href="secadmin_timecards.htm">Learn more</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Hourly-wage employees should clock in and out to begin and end their work shift.</p>
<p class="Help-Info-Line">To clock in or out:</p>
<ol style="list-style: decimal;">
<li class="p-Help-Text">
<p class="Help-Text">At the home page, select <span class="hcp1">Clock In/Out</span> from the Employees menu.</p>
</li>
<li class="p-Help-Text">
<p class="Help-Text">Select your user name from the drop-down list.</p>
</li>
<li class="p-Help-Text">
<p class="Help-Text">Enter your password (if required).</p>
</li>
<li class="p-Help-Text">
<p class="Help-Text">Select <span class="hcp1">Clock In</span> or <span class="hcp1">Clock Out</span>, as appropriate.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">If the <span class="hcp1">Hourly</span> check box is selected on the employee record, the employee will be prompted to clock in when logging in to Point of Sale. Answering <span style="font-style: italic;">Yes</span> clocks you in without having to open the Clock In/Out window.</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">When requiring logins, clocking in/out is independent of logging in/out (other than as covered in Note 1). The ability of an employee to clock in/out is not affected by who is currently logged in.</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">An employee stays clocked in until clocked out, even if Point of Sale or the computer is shut down.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="secadmin_timecards_new.htm">Add a new time entry</a></p>
<p class="Help-Text"><a href="secadmin_timecards_manageclockins.htm">Manage clocked-in employees</a></p>
<p class="Help-Text"><a href="secadminoverview.htm">Employees &amp; security overview</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Correct a Time Clock Entry</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Correct a Time Clock Entry</p>
<p class="Help-Text"><a href="secadmin_timecards_new.htm">Add a New Time Entry</a> <font color="#C0C0C0">|</font> <a href="secadmin_timecards_history.htm">Time Clock History</a> <font color="#C0C0C0">|</font> <a href="secadmin_timecards_report.htm">Time Clock Reports</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text">If you have sufficient security rights, you can edit the entries in your Time Clock history until they have been sent to your QuickBooks Desktop financial software.</p>
<p class="Help-Text">Multi-store Exception: Time clock entries can be edited at a remote store only until they have been sent to Headquarters. &#160;</p>
<p class="Help-Info-Line">To edit a Time Clock entry:</p>
<ol style="list-style: decimal;">
<li class="p-Help-Steps">
<p class="Help-Steps">Display your Time Clock history if necessary (select from the Employees menu).</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Use normal <a href="../qbpos_basic_procedures/basic_view_list.htm">list</a> procedures to locate and select the entry that needs correcting.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp1">Edit Entry</span> from the window toolbar.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Make changes as necessary and then select <span class="hcp1">Save</span>.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you edit date or time fields, the <span class="hcp1">Elapsed</span> time will automatically update.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you edit the elapsed time, the <span class="hcp1">Clock Out</span> date/time will automatically update.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/financialexchange_employeehours.htm">Send Time Clock records to QuickBooks Desktop for payroll</a></p>
<p class="Help-Main-Topic-Links"><a href="secadmin_timecards_clockinout.htm">Clock in/out</a></p>
<p class="Help-Main-Topic-Links"><a href="secadminoverview.htm">Employees &amp; security overview</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Time Clock History</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Time Clock History</p>
<p class="Help-Text"><a href="secadmin_timecards_correcting.htm">Correct a Time Entry</a> <font color="#C0C0C0">|</font> <a href="secadmin_timecards_report.htm">Time Clock Reports</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text">Your Time Clock history is very similar to other <a href="../qbpos_basic_procedures/basic_view_list.htm">lists</a> in Point of Sale. It displays a listing of Time Clock entries for your hourly employees for a specified time period. Each entry in history is comprised of one clock in/clock out sequence.</p>
<p class="Help-Info-Line">What's important about Time Clock history?</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Both "open" and closed entries are displayed. An open entry is one where an employee has clocked in but has not yet clocked out; therefore the <span class="hcp1">Clock Out</span> and <span class="hcp1">Elapsed</span> time fields are empty.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Open entries are reflected on Time Clock reports, but in a multi-store setup are not sent to Headquarters during End of Day exchanges.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Time entries can be viewed, <a href="secadmin_timecards_correcting.htm">edited</a>, copied, or deleted, and <a href="secadmin_timecards_new.htm">new entries</a> can be made (subject to security rights).</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">When filtering the list by the default date ranges (<span class="hcp1">Today</span>, <span class="hcp1">Yesterday</span>, etc.), records are displayed based on the clock-in date. To see records based on other criteria, set up a <a href="../qbpos_basic_procedures/basic262.htm">custom filter</a> or choose to display all entries.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">With the list collapsed (Select <span class="hcp1">Collapse</span> at the top if necessary), the selected employee's time clock detail is displayed on the bottom of the right-side information panel.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can quickly run one of the Time Clock reports by selecting it from the I Want To menu.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If sending time records to your QuickBooks Desktop financial software, once sent they can no longer be edited in Point of Sale. <a href="../qbpos_qb_data_exchange/financialexchange_employeehours.htm">Learn more about sending time records to QuickBooks Desktop</a>.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links" style="color: #0000ff;"><a href="secadmin_timecards_manageclockins.htm">Manage clocked-in employees</a></p>
<p class="Help-Main-Topic-Links"><a href="secadmin_timecards_clockinout.htm">Clock in/out</a></p>
<p class="Help-Main-Topic-Links"><a href="secadminoverview.htm">Employees &amp; security overview</a></p>
<div style="width: 100%; position: relative;" id="footer">
<p>&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." style="border: none;" width="9" height="15" border="0"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
</div>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Manage Clocked-in Employees</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Manage Clocked-in Employees</p>
<p class="Help-Text"><a href="secadmin_timecards_new.htm">Add New Time Entry</a> <font color="#C0C0C0">|</font> <a href="secadmin_timecards_history.htm">Time Clock History</a> <font color="#C0C0C0">|</font> <a href="secadmin_timecards_report.htm">Time Clock Reports</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text">The <span class="hcp1">Manage Clocked-in Employees</span> window displays the name, clock in time, and elapsed time for each employee that is currently clocked in. The &#160;window allows an employee with adequate rights to view and, if necessary, clock out and adjust the time worked. This may become necessary if an employee has forgotten to clock out when leaving.</p>
<p class="Help-Info-Line">To view employees currently clocked-in:</p>
<ol style="list-style: decimal;">
<li class="p-Help-Steps">
<p class="Help-Steps">From the Employees menu, select <span class="hcp1">Manage Clocked-In Employees</span>.</p>
<p class="Help-Text" style="margin-left: 0px;">The window is displayed with clocked-in employees listed.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select an employee name from the list.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">If necessary, select <span class="hcp1">Clock Out</span>.</p>
</li>
</ol>
<p class="Help-Indent" style="margin-left: 24px;">You are asked if you want to modify the hours for this employee. Answer <span class="hcp1">Yes</span> or <span class="hcp1">No</span>. If yes, the time entry is opened in <a href="secadmin_timecards_history.htm">Time Clock history</a> for editing.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="secadmin_timecards_correcting.htm">Correct a time entry</a></p>
<p class="Help-Main-Topic-Links"><a href="secadmin_timecards_clockinout.htm">Clock in/out</a></p>
<p class="Help-Main-Topic-Links"><a href="secadminoverview.htm">Employees &amp; security overview</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Add a New Time Entry</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
ol.hcp1 { list-style:decimal; }
span.hcp2 { font-weight:bold; }
-->
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<p class="Help-Heading-1" style="background-color: #008000;">Add a New Time Entry</p>
<p class="Help-Text"><a href="secadmin_timecards_manageclockins.htm">Manage Clocked-in Employees</a> <font color="#C0C0C0">|</font> <a href="secadmin_timecards_history.htm">Time Clock History</a> <font color="#C0C0C0">|</font> <a href="secadmin_timecards_report.htm">Time Clock Reports</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">If you have sufficient security rights, you can add new entries to your Time Clock history. This is handy if an employee forgets to clock in for his shift.</p>
<p class="Help-Info-Line">To add a Time Clock entry:</p>
<ol class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">At the Home Page, select <span class="hcp2">New Employee Time Entry</span> from the Employees menu.</p>
</li>
</ol>
<p class="Help-Indent" style="font-weight: bold;">OR</p>
<p class="Help-Indent">From your Time Clock History list, select <span class="hcp2">New Entry</span>.</p>
<ol start="2" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">Enter the employee name, Store number (if applicable), and clock in/out dates and times as applicable.</p>
</li>
</ol>
<p class="Help-Indent">If making an entry in the <span class="hcp2">Elapsed Time</span> field, use the format hh:mm (Example: 04:30 for 4.5 hours)</p>
<ol start="3" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">Save</span>.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can enter the clock in time and elapsed time and Point of Sale will calculate and enter the clock out time accordingly.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you enter an elapsed time with no entries in the date and time fields, Point of Sale will automatically assign clock in/out dates and times starting with the present time.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="secadmin_timecards_correcting.htm">Correct a time entry</a></p>
<p class="Help-Main-Topic-Links"><a href="secadmin_timecards_clockinout.htm">Clock in/out</a></p>
<p class="Help-Main-Topic-Links"><a href="secadminoverview.htm">Employees &amp; security overview</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Time Clock Reports</p>
<p class="Help-Text"><a href="secadmin_timecards.htm">Time Clock Overview</a> <span style="color: #c0c0c0;"><font color="#C0C0C0">|</font> <a href="secadmin_timecards_history.htm">Time Clock History</a></span> <font color="#C0C0C0">|</font> <span style="color: #0000ff;"><a href="../qbpos_reports_and_sales_charts/reportsoverview.htm">Reports Overview</a></span></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text">There are three Time Clock reports available.</p>
<ul class="hcp1">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp2">Time Clock Summary</span> Summarizes total hours clocked-in by employee for the selected time period.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp2">Time Clock Detail</span>A more detailed listing of employee hours, including clock in/out dates and times.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp2">Weekly Time Sheet</span>Day-by-day employee hours for a full week. Starting day of the week can be changed to meet your payroll model. This report is formatted similarly to the Weekly Timesheet in your QuickBooks Desktop financial software.</p>
</li>
</ul>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">These reports are available from:</p>
<ul class="hcp1">
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">the <span class="hcp2">Employees</span> category of the Reports menu or Report Center, or</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">From the <span class="hcp2">I Want To</span> menu in your Time Clock History list</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="secadmin_timecards_manageclockins.htm"><font color="#000000">Manage clocked-in employees</font></a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/financialexchange_employeehours.htm">Send time records to QuickBooks Desktop financial software for payroll</a></p>
<p class="Help-Main-Topic-Links"><a href="secadminoverview.htm">Employees &amp; security overview</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Employees &amp; Security Overview</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a> <font color="#C0C0C0">|</font> <a href="secadmin02.htm">Add an Employee</a> <font color="#C0C0C0">|</font> <a href="secadmin01.htm">Security Rights</a></p>
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<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
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<col style="width: 50%;">
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<td style="width:50%;" class="hcp2">
<p class="Help-Text" style="font-size: 9pt;">Working with Employees</p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin02.htm">Add an employee</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin04.htm">View/edit an employee record</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin05.htm">Delete an employee record</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin_prntemplst.htm">Print or export my employee list</a></p>
<p class="Help-Text"><a href="secadmin_timecards.htm">Track employee hours worked</a></p>
<p class="Help-Text"><a href="secadmin_commissions.htm">Track sales commissions</a></p>
</td>
<td style="width:50%;" class="hcp2">
<p class="Help-Text" style="font-size: 9pt;">Working with Security</p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin08.htm">Turn security on/off (require logins)</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="basic210.htm">Log In or out</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="sec_admin_chgemplpw.htm">Change my password</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin07.htm">Track employees without requiring logins</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin12.htm">View or edit a security group</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin10.htm">Create a new security group</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="secadmin13.htm">Delete a security group</a></p>
</td>
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<p class="Help-Text">&#160;</p>
</div>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">In the working environment of a small retailer, it is not uncommon for the owner or manager to use the same register as a sales associate. You may want to give different security rights to different employees to limit access to certain features or to ensure confidentiality regarding sensitive financial information.</p>
<p class="Help-Text">Adding employees in Point of Sale and requiring password logins allows you to:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Restrict access to program features and sensitive data</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Automatically add employee names to documents for accountability</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Track employee sales to evaluate performance</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Pro) Pay commissions</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Pro) Use employee Time Clock to track hourly employees and assist in your preparing your payroll</p>
</li>
</ul>
<p class="Help-Text">In addition to login names, passwords, and security group assignments, employee records can store addresses, contact information, and related notes.</p>
<p class="Help-Text">The use of the security features are optional, but strongly recommended. Besides providing the benefits outlined above, requiring user names and passwords to access the program helps protect your valuable data against unauthorized access across a network or the Internet. Using Point of Sales security features should be one component of a comprehensive <a href="../qbpos_data_protection/backup_strategy.htm">data protection strategy</a>.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp3">Multi-Store Note</span>: Employees and security rights are defined at each store independently and are not exchanged between stores although Time Clock records are sent from remote stores to Headquarters. When a new employee is added to Point of Sale at a remote store, the remote may want to contact Headquarters outside of Point of Sale to have the employee added to the central database for payroll or other purposes. Each store has their own System Administrator.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Turning Security On</p>
<p class="Help-Text">The security features are enabled by selecting the <a href="../qbpos_company_preferences/sysprefs04.htm">company preference</a> check box to <span class="hcp3">Require users to log in</span>. You are immediately prompted to enter a <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('about_the_security_administrator.html');return false;">System Administrator<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a> password and then to log in.</p>
<p class="Help-Text">Once security is enabled in this way, only the Security Administrator can change this setting, add or delete employees, and perform other security-related tasks.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">About Security Groups</p>
<p class="Help-Text">You control access by assigning your employees to security groups; each group having a different set of access rights. Point of Sale comes with four predefined security groups that you can assign. If the <a href="secadmin01.htm">default rights</a> in the four predefined groups don't meet your needs, you can easily change them or <a href="secadmin10.htm">set up new groups</a> with access rights of your choosing.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><a href="../qbpos_help_and_support/help_featurenotavailable.htm">Why else might a Point of Sale feature not be available to me?</a></p>
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<p class="Help-Heading-1">Employees &amp; Security: How do I?</p>
<p class="Help-Text">This is a popup topic and has been hidden.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text"><font class="hcp1">Work</font><font class="hcp1">ing</font> <font class="hcp1">with Employee</font> <font class="hcp1">Record</font><font class="hcp1">s</font></p>
<p class="Help-Main-Topic-Links"><a href="secadmin02.htm">Add an employee</a></p>
<p class="Help-Main-Topic-Links"><a href="secadmin04.htm">View/edit an employee Record</a></p>
<p class="Help-Main-Topic-Links"><a href="secadmin03.htm">Copy an employee record</a></p>
<p class="Help-Main-Topic-Links"><a href="secadmin05.htm">Delete an employee record</a></p>
<p class="Help-Main-Topic-Links"><a href="secadmin_commissions.htm">Track employee commissions</a></p>
<p class="Help-Main-Topic-Links"><a href="secadmin_timecards.htm">Use Time Clock to track hours worked</a></p>
<p class="Help-Main-Topic-Links"><a href="secadmin_prntemplst.htm">Print or export my employee list</a></p>
<p class="Help-Main-Topic-Links"><a href="secadmin_prntemplst.htm">Run employee reports</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text"><font class="hcp1">Work</font><font class="hcp1">ing</font> <font class="hcp1">with Security</font></p>
<p class="Help-Main-Topic-Links"><a href="secadmin08.htm">Turn security on/off (require employee logins)</a></p>
<p class="Help-Main-Topic-Links"><a href="secadmin01.htm">View predefined group security rights</a></p>
<p class="Help-Main-Topic-Links"><a href="secadmin10.htm">Add a custom security group</a></p>
<p class="Help-Main-Topic-Links"><a href="secadmin12.htm">View/edit security group properties</a></p>
<p class="Help-Main-Topic-Links"><a href="basic210.htm">Log in/out</a></p>
<p class="Help-Main-Topic-Links"><a href="sec_admin_chgemplpw.htm">Change my login password</a></p>
<p class="Help-Main-Topic-Links"><a href="secadmin07.htm">Track employees without requiring logins</a></p>
<p class="Help-Main-Topic-Links"><a href="basic_autologout.htm">Set up automatic security logouts</a></p>
<p class="Help-Text" style="margin-left: 5.85pt;">&#160;</p>
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