How to set up quote authorisation on The Layer

In this article we will take you thought a step by step guide on what you will need to have set up on the account prior to activating the quote authorisation request, we will also provide you with the required steps to active the quote authorisation on The Layer also. 

Step 1: Set up the authorisers

Firstly you need to confirm with the client who will be authorising the quotation.  Once this has been agreed log in to their instance of the layer. 

How to activate the Quote Authoriser Role 

Select settings at the top of the screen

Select User Accounts

Select the user who will be the authoriser, in this example we have selected Geri Nethill