Creating a New User Login Account

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.

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.

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.

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.

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.

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.

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.

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.