Create a CounterGo User

Create additional CounterGo Users who will be able to create and edit Quotes in your system - without bumping another user out of the system. Each CounterGo User costs the same and will be reflected under Settings > Billing.

NOTE: You must be an Admin user to create a new user.

  1. Go to Settings > Users & Roles > Users.
  2. Click +Create.
  3. Enter the required details.
    User Name - must be one word with no spaces.
    Password - create a password and confirm it.
    Full Name - add the user's full name.
    Email Address - used to reset the password if User forgets. The email address is where the reset password link will go.
    Salesperson - optional if you want to connect a user to a particular Salesperson automatically.
    Login from anywhere - allows the user to login from any device. See Related Articles to restrict login to specific IP addresses.
    Must Change Password - User will be required to create a new password after the first login.
  4. Under Permissions, choose a Role. Click Save.
  5. After creating a User, you will need to give your new user the link to your CounterGo system, as well as their User Name and Password.
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