Basic User Settings: General, Access, Quotas, Approval Systems, & Licensing in QuoteAnywhere

Learn how to navigate the system configuration menu to properly set up WeSuite’s QuoteAnywhere. This guide covers essential steps for managing email settings, and approval systems to ensure your sales workflow operates smoothly.

1.Click "Admin"

2. Click "System Configuration"

3. Search or scroll to find the user.

4. Click on the user, then "Edit." This will open up the User Information screen.

5. Click "User Profile" to open General Details.

6. In the General Details screen as a System Admin you will be able to edit: 
Name, title, phone numbers, region, office location, email, User Id,  password. 
In the General Accounting Settings: People manager, Project Engineer, Enable Account and User Mapping (accounting integration) and eSignature association

7. Click "Replace"

8. When you click User Mapping, the system retrieves and displays available users from the integrated accounting software, allowing you to map them accordingly

9. When you click Associated eSign User, the system retrieves and displays available users from the integrated accounting software, allowing you to map them accordingly.

10. Once changes have been made to the General Details, click "Save."

11. To assign a pre-approval or post-approval system to a user, click on the "Approvals" tile on the User Information page.

12. Click "Select Pre Approval System"

13. Use the dropdown in either pre or post approval to assign an approval system to the user.  Use the Region Priority or Office Priority if approval systems have been assigned at the region or office level.  Region and Office priority will override the approval system assigned.

14. Click "Save"

15. To assign or adjust quotas, click on "Quotas." Quotas are per user and only affect the user selected.

16. Adjust quarterly sales and RMR as needed by clicking in each field. Adjustments can be made manually or using up and down arrows. Totals will display below in real time.

17. Once "Save" is clicked, the quotas will be saved for the specific user.

18. To assign or revoke licensing to WeSuite applications, click on "Licensing."

19. Toggle on and off the application you would like the user to have access to or revoke access.  Licensing is required to be on for the user to access the specific application.

20. Click "Save"