1
Open the Users section
Navigate to Settings → Users to access the Users Dashboard and user management tools.
Edit a User’s Contact Information
Learn how to resend or send a new invitation to users who have already been invited, ensuring they can access your QuoteCloud workspace seamlessly.
Edit a User’s Contact Information
Learn how to update a user’s personal details, contact information, teams, and roles within the QuoteCloud Users Dashboard.
Steps to edit a user’s contact information
2
Locate the user account
In the Users Dashboard, find the specific user account you want to edit.
3
Open the Edit User window
Click the Edit button beside the selected user to open the Edit User modal window.
4
Review the existing user details
Inside the Edit User modal, review the current user information including first name, last name, job title, mobile number, office phone number, teams, roles, and managers.
5
Update the required contact fields
Edit the fields you need to change such as the user’s first name, last name, job title, mobile number, or office phone number.
6
Understand where contact details appear
Updated user information may appear within QuoteCloud documents as the Document Owner, Created By, or within the Document History Workflow.
7
Update Teams and Roles if needed
If you make changes under Teams & Roles, ensure that at least one team and one role remain assigned to the user account.
8
Save the updated user information
After completing your edits, click Save to apply and store the updated user details.
9
Confirm the information update
QuoteCloud will display a User Information Updated confirmation message indicating that the contact details have been successfully updated and are now visible in the Users Dashboard.
Frequently Asked Questions
How do I edit a user's contact information in QuoteCloud?
Open your workspace's user management area, select the user record you want to update, and edit the profile fields such as First Name, Last Name, Job Title, Mobile Phone and Office Phone. Users with the User Account Controls permission can save these changes so the updated details are applied across the workspace.
Where is a user's updated contact information displayed in QuoteCloud?
Updated contact details—for example First Name, Last Name, Job Title, Mobile or Office Phone—appear wherever user metadata is shown in QuoteCloud, including Document Owner and Created By labels, document history and workflow entries. This ensures the latest information is visible across shared documents and audit trails.
Will changing a user's email address affect their ability to sign in?
No. Once a user has been verified, their email address cannot be edited. You may update other non-verified profile fields without affecting sign-in credentials. If you need to use a different email for a verified account, invite a new account or contact your QuoteCloud administrator for guidance.
Can I update a user's phone number or job title without disrupting access?
Yes. Phone numbers, job titles and other non-verified profile fields can be updated without impacting the user's access or sign-in details. Those updates are reflected immediately in document metadata and team views after saving.
Who is allowed to edit other users' contact information?
Only users granted the User Account Controls permission set—roles that allow creating, modifying and deleting user accounts—can edit other users' contact information. Regular users without those permissions cannot change other accounts.
How do I resend or send a new invitation to a user?
From the user management area, open the user record and choose the option to resend an existing invitation or send a new invitation. Resend is typically used for users who were invited but haven't accepted yet. If the user is already verified and you need to invite a different email address, create a new user record or consult your QuoteCloud admin or support team.
Will contact updates appear in quotes, proposals, and document history?
Yes. Updated user metadata is shown across QuoteCloud, including on generated sales documents and audit trails. That means names, job titles and phone numbers will update in places where user details are referenced—helpful when using QuoteCloud as your sales quoting software or sales proposal software to keep quotes and proposals accurate.
What should I do if I can't edit a user's verified email address?
If an email is verified and the field is locked, you cannot edit it directly. To use a different email, either create a new user account for that address or contact your QuoteCloud administrator or support. Changing non-verified fields like phone number or job title can still be done by users with the appropriate permissions.