Add A Systemize User To CounterGo

You can give a Systemize user the permission to view and print CounterGo Quotes, but a user can only create or edit Quotes if they are a full CounterGo user. 

You can make an existing Systemize user a full CounterGo user or you can add an existing CounterGo user to your Systemize. See Related Articles below for details steps.

  1. From the green, CounterGo menus, go to Settings > User & Roles > Users.
  2. Click +Create.

    Create Button

  3. Click the round radio-button for "Add existing CounterGo User..."

    Adding Existing User

  4. Select the Systemize user from the drop-down list.
  5. Select a Role for Permissions and Save.
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