Edit a User Role’s Information

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.

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.

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.

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).

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.

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.

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.

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.