Administration & SettingsTraining Center

Create Access Levels and Users

By July 17, 2020 No Comments

1. Create Access Groups
EmagineNET QuickCheck allows you to create specific Access Groups by a role in your business. To set access groups, follow the next steps:

Open EmagineNET QuickCheck (skip if already open)
Select the Administration menu option
Go to Security Center
Click on Manage Security Group
On the left-hand side of the screen, select
On the right-hand side of the screen, enter the following information:
Group Name
This can be called owners, managers or employees
You can create as many groups as you want.
Each group will have to have specific access
Click OK on the Manage Security Group pop-up window to apply changes.
*Note: You can update or delete a group, by selecting the group in the Manage Security Group pop-up window and either clicking on Update Group or Delete Group after selecting group.

2. Create Users
EmagineNET QuickCheck allows you to create multiple and unlimited users to keep track of who cashes checks during their shifts and keep control of the money being transferred from the bank to the vault and to the register. To add users follow the next steps:

Open EmagineNET QuickCheck (skip if already open)
Select the Administration menu option
Go to Security Center
Click on Manage Employee
On the left-hand side of the screen, select
On the right-hand side of the screen enter the following information:
Enter the First Name & Last Name
Enter Password
*Note down this password, EmagineNET does not have access or stores these passwords

Mark “Yes” as active
Assign them to the proper group (i.e. Owner, Manager, Employee)
Click on Add Employee to add a user
Finally, click OK on the bottom right to apply changes
*Note: You can require auto-login or require a shift to be open. To do this, simply checkmark the options “Require Auto Login” or “Require Shift to be Open” under Security Center window (i.e. located below the lock data box)

**Note: You can update or delete a user, by selecting the user in the Select Employee window and either clicking on Update Employee or Delete Employee after selecting the user.

3. Create Access Levels
EmagineNET QuickCheck allows you to create specific Access Levels based on the Access Groups you previously created on step 1. You can enable/disable certain areas in the software for each group. To set access levels, follow the next steps:

Open EmagineNET QuickCheck (skip if already open)
Select the Administration menu option
Click on Manage Access Level
On the Manage Access Level pop-up window, select the desired Group
On the left-hand side you have the available fields to assign access to. In order to give access move any of the selected fields to the right side “Assigned Forms”
*Note: To select multiple fields, hold the shift key and select all desired fields and click on the single arrow to move multiple fields to the Assigned Forms box. To give access to the entire software, hit the double forward arrows to move all fields to the Assigned Forms. If you want to remove any access, follow the same step but move the desired fields to the left box by clicking on the back arrow. To remove access to the entire “Assigned Forms” click on the back double arrow to put those fields back to the Available Forms box.
Click OK to apply changes
Note: Follow the same steps for other groups.
If you have any questions, contact us at 1.877.271.1107