How to Manage Shared Customers, Users, Proposals & Orders

You can find these features in Settings > General.

We introduced them to support the specific needs of multi-location cabinet retailers.

Some of you may want each of your locations set up in the system to have open access for all users, customers, proposals, and orders, while some of you may want to set it as private for each location.

Use these options to define visibility for each.

Manage shared customers, users, proposals, and orders
Manage shared customers, users, proposals, and orders

Try Cabinet Pricing For Free

Sign up and try cabinet pricing software for 30 days. Completely free and no credit card required!