Users - ISQuote 2011

Users

To add a user to ISQuote, navigate to the Users menu item.

Click the > New button

Complete the information for the new user.

User: This is a four character code
User Name: Enter the users full name
Default Office: Select the office if using multiple offices
Default Mfg: You can select a default mfg for this user. Typically you would make this the most popular mfg the user will be quoting.
Role: Select the role for this user. See Roles for more information
Password: Enter a password for this user.
Email: Enter the users full email address.
Export Option: In some cases you may want to prevent your users from exporting your database. Here, you can set by default what the user is allowed to export. Selections are All, None and Less Pricing (Means they can export an item database less pricing.)

User Roles

Administrator: Administrators have full permissions through the system. An administrator can modify all site settings, add and delete users and all records.
Sales: A Sales role allow the user to only view information and enter Job Tracking data.
Quote Entry: Quote Entry has full permissions with the exception of modifying users and site records.

Edit User

To edit an existing user, click the edit icon next to the user. You will be directed to the Edit User page. You can make your changes here.

Breadcrumbs

Additionally you can designate which recent links they would like displayed at the top of the screen. Example: A user may only want to see the last quotes that they have view and is not interested in seeing a recent link to a contact or customer file. Check the boxes of the files they wish to have displayed on their screen.