1
Open the Users section
Navigate to Users under the Users & Roles section in your QuoteCloud settings dashboard.
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.
Create or Invite New Users
Learn how to invite new team members to QuoteCloud, assign teams and roles, and complete the user onboarding process through email invitations.
Steps to create or invite new users
2
Start creating a new user
Click the Create New User button located at the top of the Users dashboard.
3
Enter the user's email address
In the Add your colleagues to QuoteCloud window, enter the email address where the invitation email should be sent.
4
Fill in the user's personal details
Complete the user information including first name, last name, job title, mobile number, and office phone number.
5
Assign the user to a team
Under the Teams dropdown, select the appropriate existing team the user should belong to.
6
Assign a user role
Under the Roles dropdown, choose the role that will determine the user's account permissions and access levels.
7
Select the user's manager
Under the Managers section, choose the manager responsible for supervising the new user.
8
Save the new user invitation
Click Save to create the new user account and send the invitation email automatically.
9
Review the invitation email
The invited user will receive an email invitation containing an Accept Invitation button to begin setting up their account.
10
Complete user account setup
After clicking Accept Invitation, the invited user is redirected to the QuoteCloud setup form to complete their profile details and create a password.
11
Finish the onboarding process
The invited user clicks Next after completing their setup information to finalize the onboarding process.
12
Verify the user account status
If a user displays an UNVERIFIED status, it means the invitation was sent but the user has not yet completed their account setup.
13
Confirm successful user creation
Once the invited user finishes setup, QuoteCloud confirms that the user has been successfully added, assigned a role and team, and granted dashboard access.
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.