User access restriction on accepting quotes

Posted about 1 year ago by Liam Miraftab

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Liam Miraftab

Limiting user permissions to enable the creation, editing, and issuance of quotes, without granting the ability to approve quotes for initiating new projects.


Currently, users with the ability to create and issue quotes also possess the capability to accept them, which in turn generates new projects. There is a need for tighter controls around the acceptance of quotes.

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