1
Understand manager assignments
Managers can be assigned to users to support workflow approval processes. For example, workflows can require actions created by a user to first be approved by their assigned manager or managers.
Assign or Remove Manager(s) to User
Learn how to assign or remove managers for users in QuoteCloud. Managers can approve actions and documents on behalf of their team members, helping streamline workflows and maintain accountability.
Assign or Remove Managers for a User
Learn how to assign managers to users for workflow approvals and how to remove existing managers from user accounts inside QuoteCloud.
Steps to assign or remove managers
2
Open the Users section
Navigate to Settings → Users to access the Users Dashboard and user management tools.
3
Locate the user account
In the Users Dashboard, find the specific user account you want to manage.
4
Open the Edit User window
Click the Edit button beside the selected user to open the Edit User modal window.
5
Review the user details
Inside the Edit User modal, review the user's contact information, teams, roles, and existing manager assignments.
6
Locate the Managers section
Scroll down within the Edit User modal until you reach the Managers section.
7
Assign a new manager
Click the manager dropdown field and select a user from the available list to assign them as a manager for the selected user account.
8
Remove an existing manager
If a manager is already assigned and you want to remove them, click the X icon beside their name in the Managers field.
9
Save the manager assignment changes
After assigning or removing managers, click Save to apply and store the updated manager configuration.
10
Confirm the update was successful
QuoteCloud will display a Manager Assignment Updated confirmation message indicating that the manager assignments have been successfully updated in the Users Dashboard.
Frequently Asked Questions
What is the Assign or Remove Manager(s) to User feature in QuoteCloud?
The Assign or Remove Manager(s) to User feature lets administrators or account owners designate one or more users as managers for another user. Assigned managers can approve tasks, actions, and documents on behalf of their team members, enforcing approval workflows and clarifying responsibility within QuoteCloud.
Why should I assign a manager to a user in QuoteCloud?
Assigning a manager speeds up approvals by giving a named person authority to approve items for their team, reducing bottlenecks and keeping projects moving. It also improves accountability by clearly recording who may approve actions and documents — a useful control when using sales quoting software or sales proposal software to manage client-facing documents.
Can I assign more than one manager to a single user?
Yes. QuoteCloud supports assigning multiple managers to a user so more than one person can be authorized to approve tasks and documents for that user. Multiple managers provide coverage when primary approvers are unavailable and help maintain continuity in quote software and proposal software workflows.
Does this feature apply to document approvals created with QuoteCloud's document tools?
Yes. When document workflows include approvers and you choose the option for Managers of the Creator, the assigned manager(s) must approve the document before it moves forward in the workflow. This ensures that approvals in your quote or proposal software reflect assigned managerial responsibilities.
How do I assign a manager to a user?
From the user management or general user settings area in QuoteCloud, open the user record you want to update, select one or more managers from the managers field, and save the change. Assigned managers will then appear as approvers for that user's items when workflows reference Managers of the Creator.
How do I remove a manager from a user?
To remove a manager, open the same user record in QuoteCloud's user settings, unselect the manager(s) in the managers field (or delete the manager entry), and save the change. The removed manager will no longer appear as an approver for that user's items in workflows that reference Managers of the Creator.
Who can assign or remove managers — what permissions are required?
Only users with administrative privileges or account owner rights can assign or remove managers. These permissions ensure that manager assignments are controlled centrally and align with your organization’s approval policies for quote software and proposal software.
How do assigned managers appear in workflows and audit logs, and how does this help with accountability?
Assigned managers appear as named approvers in any workflow that references Managers of the Creator. Approvals they make are recorded in the activity or audit log, providing a clear record of who approved what and when. This improves traceability and accountability for quotes and proposals generated in QuoteCloud.