QuoteWerks supports the use of “Approval Settings Profiles” to cover multiple users who will share the same settings and restrictions.

To create a new profile click Utilities-> User Maintenance-> Profiles. This brings up the Approval Settings Profiles window:

Here users can create, clone, edit, or delete profiles by selecting one of the four available buttons.

Choosing to create a new profile or edit an existing one will bring up the Approval Settings window. Here users can set the defaults for this profile, make any changes to the profile, and/or name the profile.

Once the new profile is completed, it will be available for use from a drop down menu when selecting the document approval settings for each user. When a profile has been assigned to a new user all the options for that profile will be displayed, but will not be able to be edited as they will be grayed out unless a user has Master Rights. Then they will be able to make changes to that profile by selecting the button to the right of the profile list. Clicking “Ok” will set that profile for that particular user.