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