The ability to add, edit, view and amend quotes, etc. is handled via Jim2 Security.
To enable other users to view specific areas, select the Security Group, click Edit and expand the Quotes (and sub-folder) checkbox.
The image above shows all the security settings available for quotes, all self explanatory.
Choose what the user is able to do.
Checkboxes |
Explanation |
|---|---|
|
Will only return results for what is ticked. |
|
Will not return results for any unticked boxes. |
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Will return results for all of the above. |
Please see User Group – Tags/Category Groups for more in-depth information on quote security.
Further information
Create Quote from Previous or Similar Quote
Create a Template for Recurring Quotes