How do I share a profile or product catalog to other user via MeasureSquare Cloud?
In this article, we will show you two ways to share a profile or product catalogs to your teammate
This article applies to MeasureSquare Cloud
1. Assign directly to a MeasureSquare ID:
Step 1: Choose Profiles or product catalog
Step 2: Click the Action dropdown menu
Step 3: Select Assign
Step 4: Enter the MeasureSquare ID of the recipient you want to share with and click Save
2. Share via email:
Step 1: Choose Profiles or product catalog
Step 2: Click the Action dropdown menu
Step 3: Click Share Profile
Step 4: Enter the email of the recipient you want to send the share link to and click Send Email
Related Articles
CRM User Manual: Takeoff/Bid Management, Lesson 1: Takeoff
MeasureSquare has been a leader in digital takeoff and estimating solutions for over 20 years. When paired with MeasureSquare CRM, your takeoff data becomes significantly more powerful, enabling automation, eliminating double-entry, and streamlining ...
How Do I Create and Share a Database With Another User in MeasureSquare 8 using MeasureSquare Cloud?
In this article we will show you how to create a new database, and share that database (or an existing) database with other users through the MeasureSquare Cloud. Step 1: Open Product Catalog window Step 2: Create new database Step 3: Name database ...
How to enable QPro product integration on the MeasureSquare Cloud?
In this article, we will show you how to enable QPro product integration on the cloud. This article applies to MeasureSquare Cloud Step 1: Go to the Group Admin account > Group Management > Group Setting > Input in the credentials for Domain, User ...
How to import a product catalog file to MeasureSqure 8 and MeasureSquare Cloud
In this article, you will learn how to import your product catalog file to MeasureSquare8 and also sync to your MeasureSquare Cloud Step 1: Click the "File" button located at the top left corner of the interface. Step 2: Hover your mouse over ...
How to use the Measure Square Catalog API with your own ERP system (as an office/operations manager)
In this article, we will go over a use case of how to use the MeasureSquare Cloud Catalog API to integrate with their ERP system. As an office manager involved with your company's daily operations, you will learn the steps and benefits of using this ...