Managing User Profiles

To manage your QuoteCloud users, teams and their associated roles & priviledges, click on the Configuration menu on the Sales Quote Dashboard, then click on the Manage Users & Roles menu option.

The Users tab shows a list of all users, the sales team name, and the roles associated to that user.

You can add new users simply by pressing the Add User button.

To edit existing users click on the Edit button.

To delete a user click on the down arrow next to the Edit button and select Delete from the drop down menu.

Adding a new user requires you to fill in a form with their personal details; email, name, phone number and password. The Email address is used as the username to sign-in to QuoteCloud.

A secure password needs to given. Passwords must be at least 8 characters long, containing uppercase, lowercase and numeric characters.

To specify which Sales Team and User Role(s) the user will be assigned, click on the Enrollment tab.

You can also specify who this person manages. By assigning other QuoteCloud users in the Manages data field will instruct QuoteCloud to show all sales quotes created by those  users on the User Dasboard of the user being edited. 

The "Manages" feature is also hierarchial. For an example: John Robinson manages Jane Doe and Manages Joe Bloggs. Sales Quotes created by Jan Doe and Joe Bloggs will all appear on John Robinson's Sales Quote Dashboard.

The final tab is Notifications, here you can switch notifications on/off for this user.

Workflow Plugin

If the work flow plugin is activated in your QuoteCloud account, you will see an additional tab called Workflow.

The Workflow setting here allows you to list other users that must approve any sales quote before it can be sent to a customer. Any user in this list can approve sales quotes created by the user you are editing.


Click Save to create your new user.

An email will now be sent to the email address you have provided in your new user profile.  The account cannot be used unless the owner of that email receives the email and clicks on the "Activation" link in the body of the email message.  

After the user account owner activates their QuoteCloud user account, they can then login as normal at using the email address (user id) and password youhave set for them.  

The first time a new user logs into QuoteCloud, they will be asked to change their password, this is an extra step of security to keep your data safe.

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