In a multi-user environment, the need for security quickly
becomes evident. If more than one person will be using the
quoting software, you may want some security features that limit
what tasks certain users can perform.
QuoteWerks has a comprehensive suite of security features
allowing administrators to exert a wide range of control.
The security features are broken down into several functional
First, you can control which menus are visible to the user.
Often, the menu is the only entry point into a functional area
in QuoteWerks such as the Tools->Export to QuickBooks menu, or
Products->Import Wizard, or Utilities->User Maintenance.
Hiding these menus from the user prevents them from having
access to these features. Additionally, the administrator can
hide menus containing functionality that will not be needed by
the user thereby simplifying the user interface by reducing the
number of menus visible to the user.
The administrator can specify which users or groups can
view/modify/delete each user's quotes. Typically the
administrator would setup the document rights so that each sales
rep's manager would have full rights the sales reps quotes, but
sales reps would not have access to other sales reps quotes. The
administrator can also setup rights so that an office admin user
could have the rights to view any sales reps quotes, but not
modify or delete them. The administrator can also set things up
so that even the sales rep that owns the quote cannot make any
changes to it once it has been approved and locked.
You can specify individual access rights for
each user to limit their ability to perform tasks. For example,
the administrator can prevent a user from creating, modifying,
or deleting templates, products, contacts, print layouts,
bundles, configurations, reports, etc. The administrator also
has a lot of control over which fields the user can modify.
These security rights are centrally maintained, and
can also be enforced on laptop installations of QuoteWerks.