Setting User Roles and Permissions for Product Catalogue Access

Frequently Asked Questons (FAQs) - Setting User Roles and Permissions for Product Catalogue Access

What does setting user roles and permissions for product catalogue access do in QuoteCloud?

Setting user roles and permissions in QuoteCloud controls who can access and manage your product catalogue, helping you regulate edits, visibility and administrative actions on product information.

Why is it important to configure roles and permissions for the product catalogue?

Proper roles and permissions ensure access control and help maintain security over your product information, reducing the risk of unauthorized changes or exposure of sensitive catalogue data.

What specific controls are covered by this guide?

The guide explains how to set user roles and permissions that determine who can access and manage the product catalogue. For details on available role types and permission scopes, see the guide itself.

Where can I find step-by-step instructions?

Step‑by‑step instructions are provided in the QuoteCloud guide "Setting User Roles and Permissions for Product Catalogue Access" available on the QuoteCloud documentation site.

Does the guide include industry-specific guidance or templates?

Yes. The guide includes sections such as "For your industry" and "Templates" to help tailor roles and permissions to your business needs and to provide reusable configuration patterns.

What should I review before assigning catalogue permissions?

Review your organisation’s access requirements and security policies, and consult the guide's "Getting Started" section to ensure roles are assigned consistently and securely across your team.

Where can I go for related features or integrations?

For complementary features and integrations, see QuoteCloud product pages such as Product Overview, QuickBooks Online integration, TravelDocs mobile app and Document Generation. These pages explain how QuoteCloud connects with other tools and services.