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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024

On the Access tab, you can select the tasks the user is or is not allowed to perform. The export to clipboard button () will copy the user's security settings to the Windows Clipboard.  This is useful for administrators to discuss with management to determine rights to assign to users.

The Spotlight search is the space to the right. Typing a specific keyword will bold that access right in the list for you making it easier to view those searched for security settings.

Note:By default the list of Misc Access rights are ordered by categorical groupings. The list of Misc Access rights can also be sorted alphabetically for by clicking the button.

Any access right that begins with “CanSee” needs to be checked in order to be active even if the user has Master Rights. Master Rights users can apply these settings to themselves.

The access rights are as follows: