Managing User Roles Settings

What are User Roles?

Just as a company can have employees that work in different departments and perform different functions, users in QuoteCloud can belong to different teams and have access to different functionality appropriate for their job.

Roles, therefore, specify what a user can and cannot do in QuoteCloud. One user may have access to create new sales quotes but not edit/create the templates used to create sales quotes or the product library.

Multiple roles can be allocated to a user if they perform different functions within the system. It is worthwhile creating fairly granular roles so they can be given just the functionality they need.

Managing User Roles

The user role defines the accessible functionality for QuoteCloud users. Put simply; it allows you to set what users can and can't do in QuoteCloud. Here's how you add, edit and delete roles:

From the Sales, Quote Dashboard, click on the Configuration menu and select Users & Roles.

Click on the Roles tab.

Clicking Add Role will open the below pop-up. You must provide a name for the new role and set up all the features accessed within QuoteCloud.

Run through the various tabs and select the features to include in this role.

Click Save, and your new Role is set up and ready to allocate to any user.

Related User Guide Topics

Managing User Profiles
29 Oct 2019
Learn how to manage your QuoteCloud users, teams and their associated roles and privileges
Changing a Sales Consultants Email Address
20 Aug 2019
The Sales Consultants email address is a very important data item, it is used to login, as the address sales quotes are sent from and more. Learn how to change an email address in this topic.
Creating Sales Team Managers
14 Jun 2019
In some cases you may want a QuoteCloud user to be able to view all sales quotes created by a set of Sales Consultants that report to them in your organisation.  Learn how this is done.
Managing Sales Teams
1 Jan 1900
QuoteCloud has a concept of Sales Teams of users, optionally mirroring your company structure, learn how to set these up.

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