Admin – Subscribers

Subscribers are clients who are subscribed to QuickEasy’s services.
These tutorials explain how to manage subscribers.

Navigation: BOS Tools > Admin (BOS) > Right click a database

---

How to Add a Subscriber

1. Open BOS Tools.
2. Click Admin (BOS) (tile menu option).
3. Click New (button).
4. Fill in the information, in the top row, as follows:
   1. Status = Change the status to Enabled.
   2. Company = Type in the Name of the company. 
   3. Databases = This field is auto filled as databases are created.
   4. Users = This field is auto filled as users are created.
   5. Max Users (Desktop) = Type the maximum number of users that are allowed.
   6. Active Users (Desktop) = This field is auto filled with the number of Active users.
   7. Folder Size = Type in a size in Gigabytes to limit the folder size.
5. Click Save (button).

---

How to Edit a Subscriber

Certain functions are unavailable to some users.

1. Open BOS Tools.
2. Click Admin (BOS) (tile menu option). 
3. Click Edit (button).
4. Make any changes as needed.
5. Click Save (button).
6. Changes can also be made by right clicking a subscriber and selecting an option from this context menu:
   • View/Edit Users
   • View/Edit Databases
   • Assign Languages
   • Suspend
   • Max User Audits
   • Login Audits
   • Delete

---

How to Suspend a Subscriber

1. Open BOS Tools.
2. Click Admin (BOS) (tile menu option). 
3. Right click the applicable Subscriber and select Suspend from the context menu.
4. Click Save (button).
   • Note: The subscriber’s Status will be changed to Disabled.
   • Note: The applicable Users will receive an emailed notification of the suspension.

---

How to Add an Agent to a Subscriber

• An agent is the person who manages and supports the subscriber.
• The agent must be a subscriber (user) and authorised to use BOS Tools with the same email address being used to access BOS Desktop and BOS Tools.
• Agents must use their BOS Subscriber (user) passwords to log into BOS Desktop. A list of their databases will be displayed for selection.

1. Open BOS Tools.
2. Click Admin (BOS) (tile menu option). 
3. Click Edit (button).
4. Click the dropdown list next to applicable subscriber in the Agent column and select a user.
5. Click Save (button).

---

How to View / Edit Users

1. Open BOS Tools.
2. Click Admin (BOS) (tile menu option). 
3. Right click the applicable Subscriber and select View/Edit Users from the context menu.

---

How to View / Edit Databases

1. Open BOS Tools.
2. Click Admin (BOS) (tile menu option).
3. Right click the applicable Subscriber and select View/Edit Databases from the context menu.

---

How to Assign Languages

1. Open BOS Tools.
2. Click Admin (BOS) (tile menu option). 
3. Right click the applicable Subscriber and select Assign Languages from the context menu.
4. Add a language by clicking it in the Available section and moving it with the arrows to the Selected column.
5. Remove a language by clicking it in the Selected section and moving it with the arrows to the Available column.
6. Click OK (button).

---