Configure iQuote Substrate Access

  1. From the iQuote Desktop, navigate to Administration > User > User Profile.

The User Profiles List screen opens.

  1. On the User Profiles List screen, locate and select the user record to which you want to grant permission.

The User Profile Permissions screen opens.

On the Permissions tab of the User Profile Permissions screen, in the Permissions area, enable all permissions for the following access options to manage substrate records and raw materials:

  • ePS > 1. Sales > Records > IQuote > Specification > Substrate > Substrate Type
  • ePS > 1. Sales > Records > IQuote > Engineering > Raw Material > Substrate
  1. Click Save to save your changes.