Qvinci RoyaltyHub - User Logins

Qvinci RoyaltyHub allows you to create individual user logins with different levels of access, so each team member can only view or manage the areas that are appropriate for their role.

- Add a New User Login -

1. Go to Settings by selecting the gear icon in the upper-right corner.
2. Select Logins.
3. Select the green Create button in the upper-right corner.
4. Enter the user’s basic details.
5. Enter the user’s email address. This email address will become the user’s login and is where the invitation will be sent.
6. Review and assign the appropriate permissions.
7. Save the new login to send the invitation.

Edit an Existing User Login

To update an existing user’s access, go to Settings, select Logins, and choose the edit option next to the user login that needs to be updated.

- Permission Options -

The permissions section lets you give or restrict access to different areas of Qvinci RoyaltyHub. If you choose to allow a login to access only selected sections, you must select the specific menu options that user should be able to access.

• Customers/Contacts: Allow access to all customers, no customers, or only customers that match selected criteria.
• Invoices: Restrict which invoices the user can view or manage.
• Recurring invoices: Allow access to all recurring invoices, no recurring invoices, or only recurring invoices associated with a specific login.
• Recurring payments: Restrict the user’s access to recurring payment records.
• Items: Limit which items the user can add to invoices.
• Terms: Restrict which payment terms the user can select for customers, invoices, or recurring invoices.
• Classes: Restrict which classes the user can select on invoice items.
• Reps: Allow access to all reps or limit the user to specific matching or non-matching reps.
• Accounts: Limit which Accounts Receivable general ledger account the user can select when creating invoices or recurring invoices.
• Locations: For QuickBooks Online-connected accounts, restrict the locations the user can select when creating invoices or recurring invoices.
• Payment Collection: Limit the user’s payment processing access through FullsteamPay.
• Defaults: Pre-select dropdown values for the user to help standardize entries.

Invitation Email

After the new login is saved, Qvinci RoyaltyHub sends an invitation to the email address entered for the user. The user must accept the invitation to access their login.

Multiple Company Files

The same email address can be given access to multiple company files within Qvinci RoyaltyHub. This is useful when a user needs to work across more than one company file.

Duplicate a User Login

If you need to create a new user with the same or similar permissions as an existing user, you can duplicate an existing login. This copies the security settings to the new user and helps make setup faster and more consistent.