Learn how to navigate the admin panel to adjust user access levels for the QuoteAnywhere module. This guide helps administrators ensure that team members have the appropriate permissions to effectively utilize the software tools.
1.Click "Admin"
2. Click "System Configuration"
3. Click "Groups"
4. Click "Permissions". Permissions allow a System Admin to grant or disable specific user rights to Groups.
5. Select the Group you would like to edit permissions, click "Edit". You can also duplicate and delete a Permission Group.
6. Select Regions to add or remove.
7. Regions can be added or removed individually, or you can use Select All or Clear All. This determines which regions the group has access to.
8. Select Pricing Contracts to edit.
9. Add or remove Select Price Contracts
10. Select Main User Rights to edit.
11. Each category allows you to select all, clear all, or make individual selections.
12. To note, these are user rights within a specific group.
13. Click CSM User Rights to edit
14. Each category allows you to select all, clear all, or make individual selections.
15. Select Estimate User Rights to edit.
16. Each category supports Select All, Clear All, or individual selection. These categories relate to Estimate user rights for the selected group.
17. Select Document User Rights to edit.
18. Each category supports Select All, Clear All, or individual selection. These categories relate to document user rights for the selected group.
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