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.
- From the green, CounterGo menus, go to Settings > User & Roles > Users.
- Click +Create.
- Click the round radio-button for "Add existing CounterGo User..."
- Select the Systemize user from the drop-down list.
- Select a Role for Permissions and Save.