QuoteWerks Support Portal

Is it possible to set user permissions or group security to Product Data Sources?

E.g. Product data source "A"  is only accessible by Group Member = Inside Sales 

Yes it is! Take a look at the "User Maintenance and Security" section of the User Guide here: https://www.quotewerks.com/helpfilelatest/qwhelp.htm?productdatasourcesecurity.htm

Yes.

In Tools > Options > Security, ensure Enable Individual Product Data Source Security is ticked.

Then, go Products > Setup Product Sources > Select a data source you want to 'control' and click Edit.

Click Next a few times and you'll then see something like the below.

Solved!

Thank you so much for your help. I must have missed this in my help searching so apologies for a RTFM question.