How do I add a user in WeOpportunity?

WeEstimate and WeOpportunity share the same user information so setting up a user in one application e.g. WeEstimate; will show that account in WeOpportunity.  To setup a user account in WeOpportunity requires system admin access.

To begin setting up a new user in WeOpportunity follow the 3 easy steps below:

  1. Click New
  2. Complete the user form
  3. Click Applications and check the boxes that apply to the user’s access
 
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