Overview
QBM includes several small control tools that help administrators and users protect information and work faster. These tools are not a replacement for security groups, but they support daily work by controlling access to specific documents, requiring a browse password where configured, and allowing users to sort lists in a useful order.
Browse Password
Typical path: Options > Browse Password or the related button in the Options window.
The browse password is a company-level password used by workflows that require additional confirmation before browsing or accessing protected information. The reset dialog asks for a new browse password and confirmation.
| Field / Action | What It Means | User Guidance |
|---|---|---|
| New Browse Password | The password to be stored for browse security. | Use a password known only to authorized users. |
| Confirm Password | Repeats the new password. | Must match exactly before QBM saves the password. |
| Blank password | Clears the browse password where allowed. | Use only if the company no longer wants this extra protection. |
Document Permissions
Some QBM forms support a toolbar button called Permissions. When visible, it allows authorized users to set document-level read, edit, and delete permissions for selected users.
| Column | What It Means | How To Use It |
|---|---|---|
| User | The QBM login user receiving document-level access. | Select the user who needs specific access to this document. |
| Employee | The employee linked to the selected user, where available. | Use it to confirm that the correct person is selected. |
| Read | Allows the user to view the document. | Enable when the user needs visibility but not editing. |
| Edit | Allows the user to change the document where business rules permit. | Enable only for users responsible for maintaining the document. |
| Delete | Allows the user to delete the document where QBM permits deletion. | Use rarely and only for trusted users. |
List Sorting
Many QBM lists and reports allow sorting by clicking column headers. Some reports also provide a Sort dialog with up to four sort levels.
| Sorting Area | What It Does | When To Use It |
|---|---|---|
| Column header sort | Sorts the grid by the selected column. | Use for quick one-column sorting such as date, name, amount, or reference. |
| Sort dialog - level 1 to 4 | Allows multi-level sorting with ascending or descending direction. | Use when a report must be sorted by more than one value, such as customer then date then amount. |
| Ascending | Sorts A to Z, oldest to newest, or smallest to largest. | Use for normal chronological or alphabetical review. |
| Descending | Sorts Z to A, newest to oldest, or largest to smallest. | Use to bring latest dates or highest amounts to the top. |
| Clear All | Removes selected sort criteria. | Use when the list order is no longer helpful. |
| Saved grid settings | Some lists remember layout or sorting. | If the grid looks unusual, reset or adjust the layout before reporting an issue. |
Recommended Workflow
- Use security groups first for normal access control.
- Use document permissions only when a specific document needs more targeted access.
- Set browse password only if the business has a clear reason for an additional browse-level password.
- Use sorting and filters before exporting or printing list results.
- If a user cannot see a document, check the security group, document permissions, and whether the document was saved first.
Best Practice
- Do not share administrator login credentials to bypass permissions.
- Give Delete permission only to users who understand the correction process.
- Review document permissions when users move roles or leave the company.
- Use saved list layouts carefully, because a hidden column or unusual sort can make a list look incomplete.
- For sensitive access questions, support should check both group permission and document-level permission.