QuoteMachine by default has two levels of “roles”, Admin and Salesperson. Within these roles, you will have the ability to restrict what function a user will have access to.
To change these permissions, first navigate to the “Roles” menu, found within the “My Account” page
From here, you can turn off and on a range of user actions. If the field is marked green, the user will have access to these functions.
Access all locations: permission to access data for all locations with a QuoteMachine account
Admin menus: permission to access the admin menus
Delete contact: permission to delete contacts
Delete sent invoice: permission to delete sent invoices
Delete payment: permission to remove payments from quotes, orders or invoices’
Delete sent quotes: permission to delete sent quotes
Edit invoice after sent: permission to edit sent invoices
Manual invoice export: permission to manually export invoices
Manual quote export: permission to manually export quotes
Overwrite total price per line: permission to overwrite the total price per line
Product quick create: permission to create products in pricing tables with quick create
Show margin on invoices and quotes: triggers margin showing on pricing tables in the back office
Update status of a quote: permission to manually update the status of a quote
Void invoice: permission to void an invoice
Next, navigate to the User tab to ensure each user is associated with the correct role
