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How to create a user/admin and assign user roles

With eQuotes you have the chance to assign roles to your team members.

In the “Settings” module, click on “Users” tile to start.

Inside, click on “Create” to add a new user profile

In this area, you will be able to add all of your new user information and select the role: User or Admin.
As an Admin, the user will have access to all of the modules, including settings, and they will be able to edit all of the information in the system.
As an User, they won’t have access to the “Settings” module and only work with existing templates, products and taxes.

After selecting your user role, you can click on the “Save” button.

Once you’ve saved the information, you will be taken back to the “Users” list view. There you have the chance to edit your user information or archive that entry. To edit, all you need to do is click on the edit icon (highlighted in red) and to archive you just need to click on the icon next to it (not highlighted).

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

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