Setting User Roles and Permissions for Product Catalogue Administrator Access

Setting roles and permissions in QuoteCloud controls who can access, view, edit and administer your product catalogue. It determines which users can change product data, view drafts or restricted items, and perform administrative tasks such as granting or revoking access for other users.

Properly configured permissions protect pricing and product details across your sales quoting software and sales proposal software workflows by ensuring only authorised staff can change sensitive information.

QuoteCloud permissions let you define which roles can create new catalogue items, modify descriptions, attributes and images, update pricing, delete items, and manage item visibility.

You can assign permissions at the role level or to individual users and teams so access mirrors your organisational structure — ensuring your quote software and proposal software expose only the information and editing rights appropriate to each user or team.

Grant Product Catalogue Administrator access only to trusted staff responsible for maintaining product data — typically product managers, pricing specialists, sales operations leads, or system administrators.

Limit the number of administrators and use role separation (for example, separate pricing editors from content editors) to reduce risk and protect your sales quoting software and document workflows.

Roles determine what catalogue items a user can see (published, draft, or restricted), and permissions control whether they can edit, publish or hide items. Team-level permissions let you expose different product sets to different sales groups or regions.

By mapping roles to organisational teams you ensure salespeople only see the items and pricing relevant to their territory or function, which improves security and sales efficiency.

Yes. QuoteCloud supports fine-grained permissions so you can restrict pricing edits and deletion rights to specific roles or individual users (for example, pricing specialists or senior administrators).

Restricting these high-impact actions and requiring separate approval or review for pricing changes reduces errors and prevents accidental or unauthorised modifications in your quote software and proposal software processes.

Yes. Permissions in QuoteCloud can be applied at the role level and also to individual users or teams. This flexibility lets you match access controls to real organisational structures and exceptions without changing role definitions.

Use team-level assignments when many users require the same access, and individual overrides for special cases (for example, a temporary project or a contractor).

Regularly review who has administrative and elevated permissions, audit recent changes to product records and pricing, and maintain a log of permission grants and revocations. Schedule quarterly or event-driven reviews (e.g., after reorganisations) to keep access current.

Combining audits with role minimisation and mandatory training for catalogue admins helps secure your product data across your sales quoting software and quote software ecosystem.

Best practices include limiting the number of Product Catalogue Administrators, separating duties (pricing vs content editing), assigning permissions to teams where possible, and enforcing review/approval workflows for pricing or deletions.

Also enable activity logging, require admin training, and periodically audit permissions to ensure your proposal software and sales proposal software workflows remain secure and compliant.