Manage User Account Roles

Manage User Account Roles in QuoteCloud means administering team member accounts to set access levels, update account preferences, and enforce security across your organisation.

This lets administrators control who can view, create, edit, approve, or send quotes and proposals, who can manage integrations, and who can change account‑wide settings — helping your sales quoting software and sales proposal software workflows stay secure and consistent.

As an administrator you can update account‑level preferences and access controls such as quoting and proposal permissions, document generation rights, collaboration and editing privileges, notification defaults, and integration access.

For a complete mapping of capabilities to roles, review QuoteCloud's Product Overview and related help resources so role assignments align with your organisation's use of quote software and proposal software.

User roles determine which areas of QuoteCloud a person can access — for example, creating or editing quotes, generating branded documents, sending proposals, or collaborating on drafts.

Correct role assignment preserves consistent branding, enforces compliance, maintains version control across documents and proposals, and prevents unauthorised changes in your quote software and proposal software workflows.

Individual users can typically update their profile details and notification preferences from their personal account settings within QuoteCloud.

Administrators can set organisation‑wide defaults and limits; users can personalise notifications, profile information, and other preference‑level settings within those bounds to keep alerting and collaboration aligned with your sales quoting software setup.

QuoteCloud supports multiple account‑level security controls, including role‑based access and restricted administrative privileges to limit who can change critical settings.

Many organisations also use tools such as SSO, two‑factor authentication, and audit logging where available — check your plan and the Product Overview to confirm which security features apply to your account.

To assign or change a role, go to the Admin or User Management area, select the team member, choose the appropriate role or permission set, and save your changes.

Always verify role changes by confirming the user's access to quotes, documents, and integrations to avoid accidental permission escalation in your quote software or proposal software environment.

Yes — integration access is controlled through administrative settings so you can restrict which users can connect or manage integrations such as QuickBooks Online and QuickBooks Payments.

Limiting integration privileges helps protect financial data and ensures only authorised users can sync invoices or customer records from your sales quoting software to accounting systems.

Best practices include: define clear role definitions (creator, editor, approver, sender), assign the minimum permissions required for each team member, and centralise document templates and branding so only authorised users can change them.

Regularly review role assignments, enable audit logging where available, and use approval workflows in your quote software and proposal software to keep branding consistent and enforce compliance across all quotes and proposals.