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Set user permissions

Set up permissions for your staff members to allow or restrict access to certain parts of the platform.

Navigate to settings by clicking your Company Name in the top left corner. Click “Users” then “User Roles” then “Add User Role” and choose between the following options:

Administration:

  • Manage billing
  • Manage company profile
  • Manage other users
  • Manage templates and cover pages
  • Manage products

Quoting:

  • Change toolkit
  • Access all quotes (untick to only allow a user to see their own quotes)
Once the user role has been created. Click the “Users” tab and assign the role to a user.

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