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Create or Invite New Users
This guide explains how administrators can create or invite new users to a QuoteCloud account, assign user roles, and manage access permissions effectively.
Frequently Asked Questions
What does the "Create or Invite New Users" guide cover?
This guide explains how administrators and permitted users can add team members to a QuoteCloud account, either by inviting them to complete self-service onboarding or by directly creating accounts. It covers assigning user roles (administrator, editor, viewer), setting granular access permissions, and implementing approval workflows so your sales quoting software and proposal software remain secure and efficient.
Who can create or invite new users in QuoteCloud?
By default, administrators can both create and invite new users. Administrators can also grant the specific permission to invite collaborators to other general users. Those invitation permissions are configured when assigning roles, enabling flexible control over who can add team members in your quote software.
What is the difference between inviting a user and directly creating an account?
Inviting a user sends an email so the recipient can accept access and finish their account setup (ideal for self-service onboarding and when users should set their own password and profile). Directly creating an account lets an administrator provision the user immediately with a role and permissions (useful for instant access). Both approaches are supported in QuoteCloud, giving teams flexibility in how they add users to sales proposal software workflows.
What can administrators do when adding team members?
Administrators can add team members, assign roles (for example administrator, editor, or viewer), set or restrict granular permissions across the account, and optionally assign a manager to enforce approval workflows. These controls let admins define who can edit documents, send proposals, manage billing settings, or access reporting in your sales quoting and proposal software.
How do I assign roles and manage access permissions?
When adding or editing a user, choose the appropriate role and adjust any available granular permission toggles your account supports. Roles determine access to features like document editing, sending quotes, or managing integrations. Use tighter permissions for viewers and broader permissions for editors and administrators to protect sensitive quote software data while enabling efficient collaboration.
When should I choose an invite versus direct creation for onboarding?
Choose an invite when you want users to complete their own profile and password setup—this is ideal for remote hires, contractors, or external collaborators. Choose direct creation when immediate access is required (for example, during an internal restructuring or urgent client requests). Both methods work with QuoteCloud’s approval workflows in sales quoting software and proposal software environments.
Can I assign a manager or use approval workflows for new users?
Yes. Administrators can assign a manager to a user at creation or edit time to ensure that approval workflows are enforced. This is useful for multi-step quote approvals where managers must review and approve proposals generated by your quote software before they are sent to customers.
What should I do if an invited user doesn't receive the invite email?
First, ask the recipient to check spam/junk folders and any email filters. Confirm the email address was entered correctly in the invite. If the invite still isn’t received, resend the invitation from the user management area or contact QuoteCloud support—administrators can also directly create an account in the meantime to grant immediate access to the sales quoting or proposal software.