How to 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
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request



Please sign in to leave a comment.