Allow A Systemize User To View CounterGo Quotes
In order to create CounterGo quotes or edit CounterGo quote drawings, a user must have a CounterGo license. However, all Systemize users can view CounterGo quotes, and even edit summary Quote Info, if granted appropriate security permissions. For Systemize users with appropriate permissions, CounterGo quotes show up on the Job detail page.
Example of a Job showing the associated CounterGo Quotes:
Instructions for adding the ability to see CounterGo quotes to a Systemize user role
- Go to Settings > Users & Roles > Roles.
- Click on a Role Name to edit. If you would like to create a new role, you can also start with a current role and duplicate it see Related Articles.
- Find the green options for CounterGo and click all the boxes that apply. Remember, without a CounterGo license they will not be able to create new Quotes.
- Click Save.