How Do I Set Up Web Suite Users?

See Also

 

The number of users who can log into and access Web Suite (Web Suite User) is limited to the number of licenses purchased by your company. You can assign employees and vendors as Web Suite Users.

 

To set up a Web Suite User:

 

  1. Click Lists on the navigation bar and click the Employee tab.
  2. Click the ID of the employee to be set up as Web Suite User.
  3. On the General tab, check the Web User option. This indicates the selected employee can log in and access Web Suite features as allowed by security permissions.
  4. When you have finished, click Save and then Return to close the screen.

    In a similar manner, you can set up vendor as a Web Suite User in the Vendor screen.

 

Set Up Using Manage Web Users

Alternatively, you can set up web users from the Manage Web Users screen. To do so:

 

  1. Click Settings on the navigation bar and then click the Manage Web Users tab.
  2. Check out the Assigned Users and Available Licenses fields.
  3. If licenses are available, select the Web User check box for the desired employee or vendor ID.
  4. When you have finished, click Save and then Close.

 

Set Up From BillQuick

You can also assign Web Suite Users from BillQuick:

 

  1. Start the BillQuick program.
  2. Open the Product Licensing and User Management Console from the File menu.
  3. Click on the Users tab. Select an option in the View by field, say ‘All Employees and Vendors’.
  4. A list of employees and vendors displays in the grid. Select the check box in the Web Suite column for the ones you want to license.
  5. To license all users, select the Web Suite column and click Assign.
  6. When you have finished, click Close and exit from BillQuick.