How to Establish and Manage User Roles
AutoQuotes makes it easy to assign users a specific role, or set of permissions, to allow or restrict access to certain features. You can create predefined roles and assign them to multiple users or individuals. Roles can only be defined and assigned by those with Admin level roles.
To add a new role, click "Admin Settings" in the ribbon at the bottom of the AQ window, then select "Roles" in the ribbon at the top of the window.
From there, you can edit the permissions associated with an existing role or add a new role.
To edit the permissions associated with an existing role simply select the boxes.
To add a new role, simply click "Add New Role".
After creating & naming a new role you will see the new role listed in the Roles window.
As with existing roles, to edit the permissions associated with the role simply select the boxes. Click the orange check mark to save your changes.
To assign your new role to a user click the cell in the Role column next to the user's name. You should now see your new role listed in the drop down list. Select the role to apply it to the user.
Click "Save Changes" in the ribbon at the top of the window to apply & save your changes.
For a more detailed description, visit How Do I Setup & Apply New User Roles?
For a definition of existing roles, visit User Role Permissions Defined
If you have questions or run into any difficulty, please contact our Tech Support team at 866.452.8324 or by email at email@example.com.
ABOUT THE AUTHOR - Judist Crews is the Manager of Technical Support at AutoQuotes. With 32 years of IT experience and 10 with AQ, Judist is a whiz at answering customer questions, troubleshooting and resolving technical issues. You may have seen him out and about, training and talking to customers at buying groups or other industry events. He is a Highest Honors graduate from ITT Tech with an AA in Electrical Engineering Technology. Other accolades include:
- ISCET Certified
- A+ Certified
- Apple Certified Desktop Technician
- Solaris Administration Certification