1
Open the account management menu
Click the profile icon located in the bottom-left corner of the QuoteCloud dashboard.
Creating a New User Login Account
Step-by-step guide to creating a new QuoteCloud User Account. Learn how to sign up, set your preferences, and get started quickly.
Creating a New User Account
Learn how to add new team members, assign roles and teams, and manage user permissions within your QuoteCloud account.
Steps to create a new user account
2
Open Users, Teams & Roles
From the account menu, select Users, Teams & Roles to access user management settings.
3
Navigate to the Users section
Under the Users & Roles category, click Users to view existing account users and user management tools.
4
Start creating a new user
Click the Create New User button located at the top of the Users page.
5
Enter the user's email address
In the Add your colleagues to QuoteCloud window, enter the new user's email address.
6
Fill in the user's contact details
Complete the user profile information including first name, last name, job title, mobile number, and office phone number.
7
Assign teams to the user
Under the Teams & Roles section, select the appropriate team or teams the new user should belong to.
8
Assign a user role
Select the appropriate role for the user to define their account permissions and access controls.
9
Assign managers if required
Optionally choose managers for the user from the available user list within the Managers section.
10
Save the new user account
After completing all required fields, click Save to create the new user account.
11
Verify the new user appears in the dashboard
Once created, the new user will appear in the Users dashboard list together with their assigned teams and roles.
12
Complete user email verification
A verification email will automatically be sent to the user's email address. The Unverified label will be removed after the user completes the verification process.
13
Begin managing team permissions
The new user account is now ready to use for collaboration, permission management, and team-based workflows.
Frequently Asked Questions
What information is required to complete the sign-up?
To create a new QuoteCloud user you must provide the user’s email address, first name, last name, and assign the user to at least one team and at least one role. These four items are required so the account can be created with correct access and visibility. After sign-up you can fine‑tune permissions and preferences via the admin tools.
How do I create a new user login account in QuoteCloud?
Sign in as an administrator, open the Users or Admin panel, and choose Add/Create New User. Enter the required details (email, first and last name), select one or more teams, assign at least one role, and submit the form to send the invitation link. Once the invited user accepts the invitation they can log in, complete their profile, and update personal preferences.
Can I assign multiple roles or teams to a new user?
Yes. QuoteCloud supports assigning multiple teams and multiple roles to a single user. At minimum one role and one team are required at sign-up, but adding additional roles or team memberships helps match the user’s responsibilities and access needs across projects, departments, and workflows.
What is the difference between a user role and a team in QuoteCloud?
In QuoteCloud a role defines the user’s permissions — what they can view, edit, create, or administer — while a team is an organizational grouping used for collaboration, routing work, reporting, and controlling visibility. Use roles to enforce security and feature access; use teams to group people and manage workflows.
How do I set or change user preferences after creating the account?
After the user accepts the invitation and logs in they can update personal preferences from their profile. Administrators can also fine‑tune user permissions and settings via the Users or Admin panel to adjust access levels, notification preferences, and team memberships.
What happens after I submit the new user form — how does the invitation work?
When you submit the new user form QuoteCloud sends an invitation/sign‑up link to the user’s email. The user clicks the link to accept the invitation, creates or confirms their login credentials, completes their profile, and then can access the account according to the assigned roles and teams. This flow ensures secure onboarding for your sales quoting software and proposal software processes.
How can I resend or revoke an invitation if the new user doesn’t accept?
If an invited user doesn’t accept, administrators can manage the invitation from the Users or Admin panel — typically by resending the invitation or revoking it and reissuing a new invite after updating details. Check the Users panel for the specific invite status and available action buttons.
Why is assigning a role and team during sign-up important — any best practices?
Assigning at least one role and one team at sign-up ensures the new user has immediate, correct access and visibility. Best practices: grant the least privilege needed via roles, use teams to mirror your real‑world departments or projects, and add additional roles/teams only when needed. Proper setup helps your quote software and sales proposal software stay secure and efficient from day one.