Add A Systemize User To CounterGo

If you want a Systemize User to create and edit CounterGo Quotes, they need to be a CounterGo User.

You can give a Systemize User permission to only view and print CounterGo Quotes without being a CounterGo User. A Systemize Admin user needs to modify the User's Systemize Role.

  1. Go to Settings > User & Roles > Users.
  2. Click +Create.
  3. Select "Add existing Systemize user as a new CounterGo user".
  4. Select the Systemize user from the drop-down list.
  5. Under Permissions, select a Role and Save.

    add existing systemize user to countergo

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