User Settings and Connections Tutorials

These settings are changed in the Users module, which only Admin users can open. A user can only be logged in to a database from one device at a time, but can use the mobile and desktop apps at the same time. Logins are validated every five minutes, and the check ends the session of a user who is disabled or has more than one login.

💡These tutorials explain how to change a user’s email and timekeeping settings, check connected users, sign out users and grant export permission.

How to Change a User’s Email Settings#

1. Navigate to User Access.
2. Right-click the applicable User and select View/Edit User Settings.
3. If there are no settings, click Add/Update (button).
   1. Click the settings to add (use Ctrl + left-click to select more than one).
   2. Click Add/Update (button) and confirm the addition on the popup.
4. Edit the settings as follows:
   1. From Address = Enter the user’s email address in the Value column.
   2. From Name = Enter the name of the person or a description (e.g. Amanda (Customer Support)).
   3. Reply to = Enter the email address that users should reply to (e.g. info@company.com).
5. Click Save (button).

How to Change a User’s Timekeeping Default Mode#

1. Navigate to User Access (Main Menu > Setup > Users).
2. Right-click the applicable User and select View/Edit User Settings.
3. Find the setting Mobile > Default – Timekeeping Mode.
4. If the setting is not there, click Add/Update (button).
   1. Click the Mobile > Default – Timekeeping Mode setting.
   2. Click Add/Update (button) and confirm the addition on the popup.
5. Click the Value column next to Mobile > Default – Timekeeping Mode and select one of these options:
   • Transactions: Select this option if the person oversees or deals with transactions (e.g. managers, reps).
   • Project Tasks: Select this option if the person is mostly allocated general tasks that they must complete (e.g. support staff).
   • Production Tasks: Select this option if the person works in production and is mostly allocated production tasks (e.g. if the person operates machinery).
6. Click Save (button).

How to Check Connected Users#

1. Navigate to User Access (Main Menu > Setup > Users).
2. Click Actions (button) > Check Connected Users.
   • Note: The Connected checkbox is checked for users who are logged in.

How to Sign Out Selected Users#

1. Navigate to User Access.
2. Select the users you want to sign out (use Ctrl + left-click to select more than one).
3. Click Actions (button) > Sign Out Selected Users.
   • Note: There is no confirmation request. If the user is signed out, BOS shows the message “User was signed out successfully”. Access is only checked every five minutes, so active users are not signed out immediately.

How to Grant a User Permission to Export Documents#

1. Navigate to User Access (Main Menu > Setup > Users).
2. Right-click the applicable User and select View/Edit User Settings.
3. Click Add/Update (button) to add the setting:
   1. Click the General > Enable Export (.csv, .xlsx, .html) setting.
   2. Click Add/Update (button).
   3. Confirm the update.
   4. Click the X in the corner to close the popup.
4. Find the setting on the list and check the box in the Value column.
5. Click Save (button).