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:
- Click New
- Complete the user form
- Click Applications and check the boxes that apply to the user’s access