The system settings page is only accessible to administrators and in some instances can dramatically change the way the system behaves, from very aggressive staff reminders to none, from very permissive quote ownership settings to restrictive rules that do not allow quote exchanges between users.

Please refer to each of the fields’ question mark icon for additional explanations on what the specific setting does. If you still have questions after referring to the tooltip, feel free to contact our support team.

There will be numerous FAQ items created for the settings page so please refer to that section as well whenever you have questions.

To adjust the system settings you need to:

1. Go to the settings page



Adjust the settings as you consider best for your company and then save them. Please note that there are multiple forms on the page so make sure that you save the right one.