- EBMS Knowledge Base
- EBMS Main Documentation
- Security and Permissions
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Client Resources
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EBMS Main Documentation
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Sales
- Customers
- Proposals
- Proposal Sets and Templates
- Sales Orders
- Sales Invoices
- Materials Lists
- Sales and Use Tax
- TaxJar
- Recurring Billing
- Customer Credits
- Customer Payments
- Card Processing and Koble Payments
- Gift Cards and Loyalty Cards
- Verifone Gateway and Point Devices
- Freight and Shipping
- General Ledger Transactions for Sales
- Point of Sale and XPress POS
- Point of Sale Hardware
- Salesperson Commissions
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Inventory
- Product Catalog
- Using Product Codes for No Count Items
- Product Pricing
- Special Pricing
- Tracking Inventory Counts
- Unit of Measure (UOM)
- Purchasing Stock
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes and Inventory Scanners
- Components, Accessories, and Bill of Materials
- Component Formula Tool
- Made to Order Kitting (MTO)
- Configure to Order Kitting (CTO)
- Multiple Locations: Warehouses, Divisions, Departments
- Sync Product Catalogs between Companies
- Vendor Catalogs
- Serialized Items
- Lots
- Product Attributes
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Expenses
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Labor
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Financials
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Tasks and Work Orders
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Job Costing
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Manufacturing
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Rental
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Apps
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E-commerce
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EBMS Automotive
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EBMS Horticulture
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EBMS Metal Supply
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EBMS Fuel Sales
Creating or Changing a Password
A user's account within EBMS is kept more secure by using a password. Unlike the user name, the password is case sensitive. A password containing upper and lowercase letters, numbers, and a symbol or two is more secure than a word or other comment text containing only letters.
The user's original password is set within the File > User Management option within EBMS. This option is available only to a user with administrative rights. Review the Creating Users and Assigning Rights section for more details on creating users.
A user's password should be changed periodically by completing the following steps:
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Select the Change Password option from the File menu within EBMS to open the following dialog:
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The user must enter the Old Password before a new password is created. Contact the user that created the account if the password is not known.
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Enter the New Password.
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Enter the new password again in the Confirm Password entry and click on the OK button.