This is a web-only feature - it can't be completed on the mobile app.


This feature is only accessible by Administrators.
 



How to create a new user

  1. Select Create menu on the top left navigation bar
     
  2. Click Create User on the bottom of the options 
     

  3. Fill out user information. 
    See a breakdown of the form below.



 

Determine Roles & Purchasing Limits

  1. Select a Role from the drop-down list. 
    ! If the role you need isn't available, click "Add roles here."
       
  2. Enter a Purchasing Limit.
    If you select a role, the Purchasing Limit field will autopopulate from the Roles & Purchasing Limits page.
    Read our Create and Edit Purchasing Limits article to learn more.
     
    • You can enter a custom purchasing limit for a user.
      The purchasing limit for the role will not change if you override the default limit - only the user is affected.

      To change the default purchasing limit for the role, change it from the Roles & Purchasing Limits page.

   

 

 

Determine the user's Permission Set

Select the permission set your user will need to use QuoteToMe.


   

Add User (invite user)

An email invitation will be sent to the user, who will be asked to change their password.

  1. Complete the form on the Add New User page.
     
  2. Click the Add User button.
    • The user must accept your invitation from their email.
    • You can reset their password from their User page if needed.



Tips and tricks for success

  • You can send users invitation reminders. 
     
  • You can reset a user's password from their user page.

 

 

Related articles

 

 



Need help?

There are three ways to reach our Customer Success team: