Create a New Team

Create a New Team

What information do I need to create a new team in QuoteCloud?

When creating a team you provide the Team name and Team reference, set Team contact info, and configure any Product catalog restrictions. For travel teams you may also set Sabre DK Access and Travel API settings. You will also choose member permissions (for example full access or viewer) to control shared document access.

Can I control access to shared documents for my team

Yes. You can set Full Access or Viewer Access to manage who can view or edit team documents.

How do I add and manage team members and roles?

Invite or assign users to your team and set their permissions and roles to keep access to documents, templates, and catalogs up to date.

What is the Team reference and why should I set it?

The Team reference is an internal identifier for the team used for tracking, reporting and integrations. Setting a clear, consistent Team reference makes it easier to map teams to product catalogs, APIs or external systems.

Can I assign product categories in the product catalog to specific teams?

Yes. You can control which product categories each team can access, ensuring team members only work with relevant products.

Can I share templates and control document access across teams?

Yes. You can assign templates to specific teams. This ensures that documents created from templates follow the correct permissions and that sensitive information is only accessible to the intended teams.