Easily manage user account controls in QuoteCloud to configure access, update preferences, and ensure account security for your team.
Manage User Account Roles
Manage User Account Roles — FAQ
What does "Manage User Account Roles" mean in QuoteCloud?
Manage User Account Roles in QuoteCloud refers to administering team member accounts to configure access levels, update account preferences, and maintain overall account security for your organisation. It lets administrators control who can view, edit, and approve quotes, proposals, documents, and integrations.
What types of settings can I update for user accounts?
You can update account-level preferences and access controls for team members, including permissions related to quoting, document generation, collaboration, and other product areas. For detailed product capabilities and how they map to roles, see the Product Overview.
How do roles affect access to documents, quotes, and proposals?
User roles determine which areas of QuoteCloud a person can access—such as creating or editing quotes, generating documents, sending proposals, or collaborating on drafts. Properly assigned roles help ensure consistent branding, compliance, and version control across your documents.
How do I update user preferences and personal settings?
User preferences (such as notification settings and profile details) are managed per account. Administrators can set defaults and adjust access controls, while individual users can typically update their own personal preferences. For workflow impacts, consult the Product Overview and related help resources.
What options are available to maintain account security for my team?
QuoteCloud supports account-level controls designed to help maintain security across your organisation. Use role-based access, limit administrative privileges to trusted users, and review permissions regularly. For guidance on secure document workflows and permissions, refer to the document generation and collaboration materials.
Who should be responsible for managing account roles?
Assign an administrator or small group of trusted users to manage account roles and permissions. Centralising role management helps maintain consistent access policies, ensures compliance with company procedures, and reduces the risk of unauthorized changes.