New User Defaults allow you to define settings that will be given to any new users added to your account. This will allow you to set these fields once and have them applied automatically to each new user you create.
View New User Defaults
- From the SalesPro Admin Dashboard, click Settings.
- From the dropdown menu, click Company.
- From the Company Settings page, click the Users tab.
- Click the New User Defaults button.
New User Default Fields
Select Office | Choose which office these settings will be applied to. |
Active | When toggled on, this setting designates each new user’s account to active. It is recommended to always leave this ON. |
License Number | The user’s license number. This number will populate any field that contains the “%usersLicense%” placeholder. |
Additional Amount | A place to designate a numerical value that you would like added onto the user’s estimate. Amounts are represented by the placeholder [UA] within a Price Formula. |
Search Estimates For | Select the length of time that Estimates can be searched by the User for (e.g. Forever, 1 Day, 1 Week, 30 Days, etc.). |
Submit Credit Apps | Designate whether or not users can submit credit apps. |