B.O.S.S.® 5.0 Administration

If you are set up as an Administrator (Admin) you will be able to control access to your User Group, manage the roles of the users in your User Group, and upload your company logo for use on price lists and reports generated within the program. To access the Admin menu, you will need to be a registered Admin for each User Group you have selected under “User Preferences.” You can change your default User Group to a group you are an Admin for with the following instructions.

To change your default User Group:

• Select "User Preferences" from the User Preferences menu.
• Select the User Group from your User Group List.

To manage your User Groups:

• Select "User Group Administration" from the "Admin" menu
• Select the group you are looking for in the grid.
• Click the "Manage Admin" button.
• Under “Group Members,” you should see yourself listed with an Admin Role.
• You may select a user in the grid to edit their role orremove them completely.
• Note: If you remove a user, they will no longer have access to your user group. If, in the future, the user needs to become a member of your user group again, the user will need to request membership and you will need to accept the request.

To manage membership requests for your User Groups:

• You will receive an e-mail notification when a new user is requesting membership.
• Select "Group Administration" from the "Admin" menu.
• Select the group you are looking for in the grid.
• Click the "Manage Admin" button.
• Under “Membership Requests,” you should see any users requesting membership.
• Select a user in the grid to address the request.
• In the “Comments” box, type a message to the user if desired.
• Click on the "Accept" button to allow the user access to your User Group, "Make Admin" button to give the user Admin rights in your User Group (to be used with caution), or "Reject" button to reject the user completely.
• An email will be sent to the requester stating the user’s acceptance or rejection along with the comments you may have added. You will be required to include a comment if rejecting a request.