1
Open account settings
Click the profile icon located at the bottom of the left sidebar navigation menu.
Restricting access to the content libraries by user role
This guide walks you through how to restrict access to specific content libraries based on user roles. Learn how to manage permissions, toggle access, and keep your content secure and organized.
Restricting Access to the Content Libraries by User Role
Learn how to manage user roles and permissions to control access to content libraries and other account features.
Steps to assign and manage user roles
2
Access Users, Teams & Roles
From the profile menu, click Users, Teams & Roles to manage user permissions and role assignments.
3
Select a user to edit
Locate the user whose permissions you want to modify, then click Edit beside their account.
4
Open the Roles selector
In the Teams & Roles section, click inside the Roles field to display the available user roles.
5
Assign a user role
Select the appropriate role from the dropdown list to assign permissions and access levels to the user.
6
Remove unwanted roles
To remove an assigned role, click the X icon next to the role name.
7
Save the permission changes
After assigning or removing roles, click Save to apply the updated user permissions and access settings.
Frequently Asked Questions
What does restricting access to content libraries by user role mean?
Restricting access by user role means administrators control which users or groups can view or use specific content libraries or folders. Role-based permissions ensure only relevant team members see certain blocks, templates, or assets—helpful when you use sales quoting software or sales proposal software to keep sensitive pricing and branded materials protected and better organised.
How do I set role-based restrictions on content libraries?
Go to your Admin settings and open Roles & Permission Management. Select the target library or folder, then assign or remove visibility for each role. Typical steps: Admin > Roles & Permissions > choose Library/Folder > toggle roles that can view it > save. Changes take effect immediately for quote software and proposal software users.
Can different roles have different library access levels?
Yes. You can tailor access so some roles have full visibility and edit rights while others have view-only or no access. Permissions can be applied at both the library and folder level to provide fine-grained control based on job function and authorization.
How do I toggle access for a specific user or role?
Open Role & Permission Management in the admin panel, find the role or individual user, and enable or disable visibility for chosen libraries or folders. If your system supports groups, you can add or remove users from roles to change permissions in bulk—useful when onboarding sales teams that use quote software or proposal software.
Can I restrict access at the folder level within a library?
Yes. Many systems allow permissions at both library and folder levels. Folder-level restrictions let you keep broad libraries available while hiding sensitive subfolders—ideal for protecting confidential pricing blocks or client-specific proposal assets.
What are best practices for managing role-based access in content libraries?
Follow least-privilege principles: grant the minimum access users need. Use clear role names and folder naming conventions, schedule periodic access reviews, test changes in a staging role before applying them, and document permission policies. These practices reduce errors when teams create quotes or proposals using your sales quoting or proposal software.
How do access restrictions affect document generation and proposal templates?
Access restrictions determine which users can see and insert templates, pricing tables, and content blocks into documents. If a template or block is hidden by role, it won’t appear in the document builder—so make sure creators and reviewers in your quote software or proposal software have the needed permissions to generate accurate, compliant documents.
How can I audit or review who has access to libraries and folders?
Use your platform’s audit or permission-reporting tools to export current role assignments and visibility settings. Run periodic reviews and keep an audit log of permission changes (who changed what and when). This helps maintain compliance and quickly resolves access issues for your sales teams using quote software and proposal software.