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 proposals but not edit templates or the product library, for example.
Multiple roles can be allocated to a user if they perform different functions within in 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 a given user. 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:
Clicking Add Role will open the below pop-up. You must provide a name for the new role and set up all the features that can be accessed within QuoteCloud.
Simply run through the various tabs and select the features to include in this role. Press save and your new Role is set up and ready to allocate to any user.