This tutorial is intended for new users who have Administrative access in QuoteToMe. 


This tour will take place in the QuoteToMe web app, as our mobile app does not support QTM Admin tasks.



Admin users

What can users with admin acess do in the QTM back-end?

  • Use the admin dashboard to manage company-wide configuration for QuoteToMe
     
  • Provide high-level assistance to your team mates



What we'll cover

  1. The QTM Dashboard & Top Bar
     
  2. Projects Page (including cost codes)
     
  3. Users Page
     
  4. Company Overview Page
     
  5. Info Page (Your PO Template)
     
  6. Contacts Page
     
  7. In-Store Purchase List Page
     
  8. Call Supplier Direct List Page
     
  9. Roles & Purchasing Limits Page
     
  10. Conclusion & Recommended Reading



Let's get started!

Log into your app now and come along with us!


Web app link: https://app.quotetome.com/dashboard/active



Next:

The QTM Dashboard & Top Bar