Create A New User

You can 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.go to users section
  2. Click +Create.create a new user
  3. Enter the required details.enter information for new user User Name - one word with no spaces 
    Password - can be temporary; check "Must Change Password" to force User to create new password.
    Full Name - add the user's full name.
    Email Address - used to reset 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.
  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.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us