Users and Roles

Since SherWare and QuickBooks are separate programs you will have to define the desired user security for each employee in both programs. When SherWare is interfacing with QuickBooks it will be limited to the "roles" assigned to the QB user.

Setting up QB Users:
QuickBooks users can be setup under the Company menu in QuickBooks. Select users, then “Setup Users and Roles”. Click on the new button to create a new user. If the user is already created you can click on the edit button to edit the existing user.

An Edit User window will appear where you can specify the User Name and Password. Select the desired Roles then click on the Add> button to assign them to this user.

Customizing the Role List:
Select the "Role List" tab from the "Users and Roles" window. You can then select a role and edit it, or create a new role.

To add an Activity to the role you will first select an area, then click on the Activity. With the Activity selected you can click in the right margin to include None, Full, or Partial access to it. If this is an area that SherWare will need to use then grant full access to the activity.

Once a custom Role is setup you will be able to select it when creating or editing a user.

Example:
If you only want an employee to enter and pay bills in SherWare they will need a minimum of the following setup for the QB user:
Under “Vendors & Payables” area grant full access to Accounts Payable Accounts, Enter Bills, Item Receipts, and Pay Bills.
Under the “Lists” area grant full access to the chart of accounts activity.

This topic only covers the user setup in QuickBooks. You will also need to set users up in SherWare. This can be done under the File menu in SherWare by choosing Edit User Accounts. See that topic for instructions on setting up SherWare Users.