Here you can view employees that are registered on the quote system. You can allocate them a ‘role’ which will give them access to different areas of the system. You can also include each person in the quote distribution and you can delete them from the system.
How to add a user
Go to the ‘Invite users’ section. Here you can add an employee using their email address and allocate them a role.
You can also include them in the quote distribution system. If an individuals name is included in the ‘Quote distribution’ when a new quote comes is received it will be automatically assigned to an employee via a round robin system.
The ‘Information’ section shows the access each user role has to different areas of the system
