Learning Path: Administrators

💡This path lists the topics for the person who looks after BOS Pro in your company. QuickEasy sets up BOS Pro for you; the administrator then keeps users, settings and templates up to date.

New to BOS Pro? Start with Learning Path: Every User.

1. Staff and Access#

1. Staff and User Settings - Setup Tutorials: Shows how to add and edit staff members and set their access settings, pins and passwords.
2. User Access: Explains how user access works in BOS Pro and lists every access setting on a staff member's Settings tab, with its options, default and the page that explains it.
3. Branches: Describes how to create branches, set their settings and link users, customers and Entry Types to them.

2. Settings#

1. Settings: Lists the general settings for each area of BOS Professional, from Accounting to Payment Gateways.
2. Statuses: Describes how statuses manage records and transactions, with the default statuses and the fields used to customise them.
3. Setup Order: The checklist QuickEasy uses to set up BOS Pro.

3. Documents and Reports#

1. Output: Describes how to set up output templates, mastheads and Email Stationery and the tags they use.
2. Form Designer: Describes the Form Designer for output templates: what you need for BOS Professional's forms, the access setting, and how to change a template or add a field.
3. Form Designer Tutorial: Shows how to change an output template, save or load a template file, and add a field to a template in the Form Designer.
4. Custom Reports Tutorial: Shows how to view a custom report, create and edit reports, add filters, charts and drilldowns, give users access and fix common problems.
5. Dashboard: Describes the Dashboard: choosing its custom reports and layout, the refresh and menu options, and customising its charts.

4. Controls#

1. Setting up Approvals: Describes how to set up approval checklists for each transaction type and the approval item fields.
2. Actions: Describes the custom Actions your administrator can set up, where they appear and how to set them up.
3. Audits: Describes the audit settings and the record of changes made to transactions and records.
4. Change Logs: Lists the filters and fields of the Changelog, which records the changes made to a record.