At times it is necessary to create a customized security template for a specific user in BillQuick.
The easiest way to create a customized template is to base it on one of our standard security templates. When you select a template that is close to what you need, go to Settings menu, Security and follow the suggestions below:
1. Read the options carefully: some check boxes disable features while others turn features on.
2. You can turn off an entire security module (left pane of the security panel) by un-checking it without having to un-check each of the permissions in the right panel. That security module will turn red. Nothing on the right panel is operational when the security module is red.
3. After a template is modified, it will display as Custom in the Employee screen. See "Saving a custom template for future use" article to use this template for other BillQuick users.