Feature Deep Dive

Let's look at the concepts and behaviours behind your favourite features

Roles Overview
The intended audience for this article is QuoteToMe Administrators.      About Roles   When you create a role, you can give it a purchasing limit and a...
Wed, 13 Jul, 2022 at 2:25 PM
User Permissions Overview
The intended audience for this article is QuoteToMe Administrators. User permissions grant users access to a set of features.      About user permiss...
Wed, 13 Jul, 2022 at 2:25 PM
Purchasing Limits Overview
The intended audience for this article is QuoteToMe Administrators. Roles & Purchasing limits add controls for purchasing.  ! Purchasing limits ...
Wed, 13 Jul, 2022 at 2:26 PM
Project Teams & Shared Visibility
In QuoteToMe, being on a Project Team allows you to view POs created by your team members.  Remember to add Accounting to the team!       Shared vi...
Wed, 13 Jul, 2022 at 2:26 PM
Project Roles
In QuoteToMe, project team members are assigned project roles which grant them specific privileges within a project.   About project roles The...
Wed, 13 Jul, 2022 at 2:26 PM
Parent & Operating Companies
The intended audience for this article is QuoteToMe Administrators.    The QuoteToMe application supports multiple Operating Companies operating under one...
Wed, 13 Jul, 2022 at 2:26 PM