News

Create, Edit, or Delete Users

To Perform any administrative task you must be logged into SmartQuote with an administrative credential. If you have any questions about your login credentials please see your onsite SmartQuote Administrator. Create A New User When logged in as an Administrator, you will open to the Users list. From this page, click on the  icon on the […]

Customize Your View of User and Customer List

Administrative Lists When you first log in as an Administrator, you will see the User List view. This is a list of all of your company’s users.  Using the blue primary navigation bar at the top of the screen you can access the customer, entities, pricing methods and payment terms lists.  The User and Customer […]