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 Controls
Learn how to configure user account control permissions within user roles to manage access for users, teams, and role administration inside QuoteCloud.
Steps to manage user account controls
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 user role permissions.
3
Locate the role to edit
Browse the available role list and select the user role you want to configure.
4
Open the role editor
Click the selected role row or use the Edit option to open the role configuration window.
5
Review the role information
Inside the editing window, review the role name and available permission categories displayed on the left side.
6
Open User Controls
Click the User Controls category to access permissions related to managing users, teams, and roles.
7
Review available user account permissions
The User Account Controls section includes permissions for managing User Accounts, Teams, and Roles.
8
Understand user account permissions
User Account permissions allow users to create, modify, and delete individual user accounts and manage access controls.
9
Understand team permissions
Team permissions allow users to organize users into groups for easier permission management and collaboration workflows.
10
Understand role permissions
Role permissions allow administrators to define permission sets that control what users or teams can access and manage.
11
Enable or disable permissions
Click the toggle switches beside each permission option to grant or restrict access for the selected role.
12
Configure team management access
For example, enable the Teams can create, modify and delete permission if the selected role should manage team structures and collaboration groups.
13
Save the updated role permissions
After completing the permission changes, click Save to apply the updated user account control settings.
14
Confirm successful role configuration
QuoteCloud will display a confirmation message indicating that the role has been successfully configured with the updated user account control permissions.
Frequently Asked Questions
What does "Manage User Account Roles" mean in QuoteCloud?
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.
What types of user settings can I update as an administrator?
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.
How do roles affect access to documents, quotes, and proposals?
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.
How can individual users update their personal preferences and notification settings?
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.
What account security options are available to protect my team?
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.
How do I assign or change a user's role in QuoteCloud?
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.
Can I control who can access integrations like QuickBooks Online?
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.
What are best practices for role assignment to maintain branding and compliance?
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.