Overview

Need to revoke a user's access, or re-activate a user?
  • Here administrators can control user access to QuoteToMe.
  • This is a web-only feature - it cannot be accessed on the mobile app.
    • Only administrative users can access these settings.

Why can't I delete a user?

  • To preserve historical data, users cannot be deleted once they are created. 
    • This allows other members of the project teams they were working with to use the historical data.
  • De-activating a user removes their access. 
    • They will not be able to sign into their account unless they are reactivated by an Administrator.


How to De-activate a User

 

1. Select Users from the left navigation bar. 
 

2. Search the user from the list. 
 

3. Click the elipses (...) on the right side of the user. 
 

4. Select De-activate. 

  • The user will be moved to the Inactive tab.
     


How to Re-activate a User

 

1. Select Users from the left navigation bar. 
 

2. Click on the Inactive tab.
 

3. Locate the user you wish to re-activate.
 

4.Click the elipses (...) on the right side of the user.

       

5. Select Re-activate. 

  • The user will now be moved to the Active tab.
  • The user can now log back into QuoteToMe.



Need help?

There are three ways to reach our Customer Support team: