Learn how to efficiently manage group permissions and user access settings within the WeSuite QuoteAnywhere platform. This guide provides a clear walkthrough for updating group assignments and configuring specific user permissions to ensure your sales projects are managed correctly.
1. Click "Admin"
2. Click "System Configuration"
3. Click "Groups"
4. Click "Pass Groups"
5. Within Pass Groups, Pass Groups and Users can be viewed and edited or Add New Group.
6. You can add or remove a user from a pass group.
7. After selecting Add Group Member, search for user by region, office, My Employees.
8. Select user to add to the pass group or remove, click "Save."
9. Additionally, users can be removed by clicking on the user, click "remove" and then click "Update."
10. Click "Users" to manage at the user level.
11. Select the Region and Office the User is part of.
12. Select the User to edit.
13. By selecting the user, a pane will open on the right-hand side and the assigned groups are visible and which group the user can pass to, if assigned.
14. By clicking on the "Assigned Groups" you will be able to see and select which pass groups to assign this user as a member.
15. By clicking on the "Can Pass To" you will be able to see and select which pass groups this user can pass a sales project to.
16. Click "Add New Group"
17. Give the New Group a Name and Description, then Click "Add" to add users to the pass group.
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