Need to create a User that is only allowed to create, view, and edit Quotes & Orders for specific Accounts? CounterGo lets you create a unique kind of User called Account Users. This is most commonly used by fabricators who work with kitchen & bath dealers or by companies who dedicate salespeople to a particular Accounts.
An Account User counts as a licensed CounterGo User. Adding an Account User will result in an additional monthly charge.
Account Users are mostly defined by what they can NOT do. Security is intentionally limited with the rationale that Account Users are intended to be a dealer or salesperson responsible for generating Quotes or Orders for specific Accounts only, and not part of the everyday operations of a company.
Account Users can:
- Create and edit Quotes & Orders.
- See a list of Quotes & Orders for their Accounts.
- Print Quotes & Orders to give to their prospects/customers.
Account Users cannot:
- Send email directly from CounterGo.
- Edit prices.
- Add Miscellaneous Items.
- View or Edit the Price List.
- Copy Quotes or Orders.
- Delete Quotes or cancel Orders.
- See Account details.
- Change the salesperson.
- See a list of Accounts.
- Create Views - only the default view is available.
CREATE AN ACCOUNT USER
- Login as a CounterGo Admin User and got to Settings > Users&Roles > Account Users.
- Click +Create to Create New User.
- Enter a User Name that is one word with no spaces, Password, Full Name, and Email Address for the new Account User.
The Email Address entered is used to reset the password if the user forgets.
Choose the Account(s) that you want this user to have access to when creating Quotes & Orders.
If the Accounts do not yet exist, cancel this process and create the Account(s) first.