Whether you are working in teams or need help from a colleague to complete the quote, share your quote easily with other users. Control how much you share by defining if others can own, edit or read only.
After creating a quote, select the share icon on the top left corner of the screen.
A screen will appear asking which users or groups to share the quote with. You can choose as many users as needed. Decide the level of access each user or group receives: Own, Edit or View only.
A few tips:
Check All to share quote with all users and groups.
Choose as many users as needed, though only one user can own a quote.
To configure your groups speak to a user with admin privileges, usually an office manager or project manager responsible for AcceleRate.