Create a New CounterGo User
You can create additional CounterGo users who will be able to create and edit quotes in your system - without "bumping" another user off the system. Each CounterGo user is $50/month.
NOTE: You must be an Admin user to create a new user.
- Go to Settings > Users&Roles > Users.
- Click +Create.
- Enter the required details.User Name - one word with no spaces
Password - can be temporary; check "Must Change Password" to force User to create new password
Email Address - used to reset password if User forgets
- Under Permissions, choose a Role. Save.
- After creating a User, you will need to give your new user the link to your CounterGo system, as well as the User Name and Password.