You can setup a username and password for each person who uses EQ and assign them to a user group. A user group can then have different security levels (e.g. a salesperson's username does not need access to invoicing parts of the program).
If using a multiuser system on a network each user must have their own password otherwise you will not be able to login on more than 1 PC. For EQ (desktop) you can set as many users as you need; you are not restricted to the number of licences or PCs.
Adding a new user
For adding a user and assigning them to a user group, see the article: How to add a new user.
Options in the User screen
Administrator column (tick box)
One username will be marked as the administrator with a tick in this column. Only one username can be an administrator. This user has access to load and remove catalogues. To change the administrator click another username and click the Administrator button.
Logged In column (tick box)
Shows a tick when the user is logged in to EQ. If you have checked they are no longer using EQ you can click their name, then click Reset and respond Yes. This forces EQ to recognise the other is logged out (as long as they really are signed out).
Order Prefix column
Complete the prefix only if you want unique quote/order numbers for each member of staff. E.g. prefix by branch or by user's initials for quick identification of a quote/order. Quote numbers would look like this with a prefix of AB: AB1234.
Reset User
Click a user to highlight them, and click Reset User to force reset them. Can be used when a user has not closed the software correctly and it is not actually running.
Note resetting a user when their software is still physically open, will not have any effect. The user should close EQ correctly using File > Exit or the X button at the top right corner.
Reset All Users
Click to reset all usernames that currently show a tick as being logged in, when they have not closed the software correctly and it is not actually running.
Note resetting users when their software is still physically open, will not have any effect. The user should close EQ correctly using File > Exit or the X button.
| For further help on resetting users see the article: [x] users logged in, cannot continue backup or data integrity check (Reset users) |
Duplicate
Click a user to highlight them and make a copy.
This will duplicate the user's line entry and add "- Copy" to the end of the name.
The order Prefix, Ref and settings within Additional Info will be copied.
You need to change the password to make it unique.