Give sales team access to Total No. of quotes widget

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1

How do i give my sales team access to the Total Number of Quotes widget so they can easily track their close %?

2

@Joe

The role you want to give them is “Sales”. Here is a good article about what roles do what: User Roles & Restrictions

Thanks,

Cetec ERP Support Team

3

My sales team currently are all in the role of Sales but it isn’t accessible? Any advice?

4

@Joe

It sounds like that widget is on the manager side. The roles associated to the Quote Conversion widget is “Admin”, “Quality”, “Manager”, “NCR”, “CAR”.

If anything, I would give them the CAR role as it doesn’t give too many extra permissions.

Thanks,

Cetec ERP Support Team

5

I tested the CAR role and that does not seem to give access either?

6

@Joe

Can you send me a screenshot of which module you are trying to get them to see?

Thanks,

Cetec ERP Support Team

7

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