Learn how to manage and update field rights settings within the WeSuite QuoteAnywhere platform. This guide provides the necessary steps to adjust permissions for materials and additional fields to ensure your team has the correct access levels.
1. Click "Admin"
2. Click "System Configuration"
3. Click "Groups"
4. Click "Field Rights"
5. Clicking Field Rights allows users to modify field permissions for any groups they are authorized to manage.
6. After clicking Edit, the Item Types available for field rights adjustments are displayed.
As you can see such can be done so for materials, labor, charge items, subcontractors, pass through items, services, test & inspect as well as RCM lease.
7. After selecting a specific item type, the System Defaults and Additional Fields are available
Note: System Defaults cannot be removed or reordered. Additional Fields will not be applied in 'Presentation Mode.'
8. Each item within Item Types can be relabeled, captured on an entire row, editable/un-editable, or removed from the field.
9. If there is a change to the item, click confirm at the bottom to save the changes.
10. Once the System Default or Additional Fields has been adjusted, click Confirm
11. Click "Manage Fields" under the Additional Fields tile.
Special note, you can also re-order the fields using the arrows up/down.
12. By selecting from the Field List, items are added or removed.
13. The ability to select all or clear all is available.
14. Click "Select"
15. Click "Select" after adjustments to the Additional Field List is complete.
16. After the Field Rights for the category is completed, click the back arrow.
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