QuoteCloud can manageÂ Teams of users, optionallyÂ mirroring your company structure. The "Team" tab displays the list of different groupsÂ available in the system. You can add, edit and deleteÂ these as required.Â
To add a new team justÂ click the "Add Team" button:
Enter a name for your new team and selectÂ if they should have restrictive access to content or see everything, you set this using the slider button. Setting the slider to on will allow you toÂ giveÂ individual teams access toÂ a specifc sub-set of the content within each library.
As in the example below, to restrict what a team has access to, first slide the "Restrictions Active" slider to on (as below) then click the plus sign next to folders in the right hand columnÂ (Hidden Folders) to make them appear inÂ the left hand columnÂ (Visible Folders). By allocating folders to a team you are allowing them to see only that content, if you select no folders they will see nothing in this content library.
This allows you to segment your libraries to provide specific internal or external teams with only the content and products they should have access to. One reason you would want to do this is to ensure sensitive pricing is only shown to the correct team, or possibly you might want a team to specilise in selling only a sub-set of your entire product catalogue. A concrete exampe of this is when you have a distributor or reseller modelÂ (also known asÂ partner /Â channel sales teams), under this structure they wouldÂ only see the items they should be selling, at the price levelsÂ agreed.Â You could even have mulitple sets of pricing for individual teams.Â