This guide explains how to create a new user role in QuoteCloud, allowing you to assign specific permissions and control access for different team members.
Edit a User Role’s Information
Edit a User Role’s Information
Learn how to modify existing user roles, update permissions, and control access to QuoteCloud features and content libraries.
Steps to edit a user role
1
Open the account settings menu
Click the profile icon located in the bottom-left corner of the QuoteCloud dashboard and select Settings.
2
Navigate to Roles
Under the Users & Roles section in the left sidebar, click Roles to manage role permissions and access settings.
3
Locate the role to edit
Browse the list of available roles and find the role you want to modify.
4
Open the role editor
Click the Edit button beside the selected role to open the role permissions editor window.
5
Review the role information
Inside the editing window, review the role name and the available permission categories.
6
Browse permission categories
Use the left-side navigation tabs to switch between permission categories such as User Controls, Content Libraries, System Config, Document Controls, Address Book Controls, Campaign Controls, Import/Export Data, and Workflow Controls.
7
Review available permissions
Each category displays a list of permissions that can be enabled or disabled for the selected role.
8
Enable or disable permissions
Click the toggle switches beside each permission to grant or restrict access to specific QuoteCloud features and tools.
9
Configure content library permissions
Under the Content Libraries section, manage permissions related to document templates, product catalogs, and company content block libraries.
10
Update role access settings
Adjust the permissions as required to match the responsibilities and access requirements of users assigned to the role.
11
Save the updated role configuration
After making your changes, click Save to apply the updated role permissions and settings.
12
Confirm the permission update
QuoteCloud will confirm that the role permissions have been successfully updated and activated.
Frequently Asked Questions
What is a User Role in QuoteCloud?
A User Role in QuoteCloud is a role profile that groups specific permissions and access levels so administrators can control which features team members can use. Roles define what a user can see and do across the platform, helping standardize access and security.
Who can edit user roles in QuoteCloud?
Only users who have the User Controls – Roles permission can edit existing user roles. These are typically administrators or team managers who are granted the necessary user-management privileges.
Why should I create or edit User Roles?
Creating and editing User Roles lets you enforce security, streamline workflows, and ensure team members only access the features they need. Roles make it easier to manage permissions consistently across teams, resellers, or large organizations.
What kinds of permissions can I change when editing an existing user role?
When editing a role you can adjust permissions across several areas: User Controls (create/modify/delete user accounts, teams, and roles, and optionally restrict management to a user's own team), Content Libraries Controls (manage templates, product catalog items, personal and company content block libraries, and administer the company library if permitted), and System Configuration (modify company-wide settings, manage security and sessions, and create/modify/delete product catalog items).
Can a user have more than one User Role and how are combined permissions handled?
Yes. An administrator can assign multiple User Roles to a single user profile. When a user has more than one role, the user’s overall access is determined by the combined set of allowed features from all assigned roles.
Can role-based user management be limited to a single team?
Yes. User Controls include options to restrict user management so that a role can only create, modify, or delete accounts within its own team. This is useful for team leaders, resellers, or organizations that need decentralized user administration.
How do Content Libraries Controls differ from System Configuration permissions?
Content Libraries Controls focus on managing document templates, product catalog items, personal content block libraries, and administering the company content library. System Configuration permissions cover company-wide settings, security and session management (including advanced options), and administrative actions on the product catalog that affect all users and teams.
What can I edit when updating a role's information (name, access levels, etc.)?
Users with the appropriate Roles permission can update a role's name, change access levels, and modify the permissions assigned to that role (for example enabling or disabling User Controls, Content Libraries Controls, and System Configuration rights). These edits update what any user assigned that role can access and perform.