Question / Issue |
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How to specify a specific user and location for the quotes to be assigned to. |
Answer / Solution |
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How to assign your TurboRater for Websites to a specific user :
- Login to the TurboRater for Websites admin console
- Click on the Account Details tab
- Under "Quote Storage User:" select the user you want to assign the quotes to.
- Click Save Changes
How to assign quotes to a specific location:
- Click on the Companies tab
- Under "Assign quotes to location" select the location you wish to assign your quotes to.
For reporting purposes, we recommend that you create a specific user and a specific location in TurboRater for your TurboRater for Websites quotes to be stored in.
How do I create a new user in TurboRater?
How do I create a new location in TurboRater?
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