1. WeSuite
  2. WeEstimate
  3. System Configuration

Creating a Group and Add Group Rights

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Michelle Domino-Burrows
  • Go to Tools -> System Configuration
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  • Select "Groups" tab -> click "New"  mceclip1.png

 

  • Enter group name

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  • Go to "Region Selection" (required for users in the group to be able to create quotes)mceclip3.png

 

  • Assign Rights to Group on right hand pane:
    • Main:

           mceclip4.png

    • CSM:

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    • Estimate:

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    • Document:

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  • Click Save

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