Learn the necessary steps to add a new user profile to your WeSuite system in QuoteAnywhere. This guide ensures you correctly input all required employee details and permissions to grant access to the platform.
1. Click "Admin"
2. Click "System Configuration"
3. Click "New User"
4. Fill in all mandatory fields such as : First Name, Last Name, Title
5. Fill in the Dropdown mandatory fields such as Region and Office Location.
6. Fill in the mobile number or repeat the phone number from the previous field.
7. Enter the user's email. Please note : Emails may only be used once.
8. Create a user id. We suggest using the user's first initial, full last name. Set the password and repeat in the following field.
9. Under General Accounting Settings - Use the toggle switches to assign the user to people manager, project engineer if applicable. Finally toggle to enable the account.
10. If there is an accounting link, add the user mapping.
11. If there is an electronic signature integration, select the Associated eSign User
12. Click create to save the user creation. The user now exist.
13. On the selected user, navigate to the licensing section after creating the user.
14. Toggle on and off the applications you would like the user to have access to.
15. Click "Save" to finalize adding a user to QuoteAnywhere.
Comments
Article is closed for comments.