Setting up user permissions

How to setup permission groups

QuoteMachine Sales Team avatar
Written by QuoteMachine Sales Team
Updated over a week ago

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, this only applies if you have multiple locations. Check out our guide on how create and manage your locations.

Access all users: permission for the current user see the list of QuoteMachine users on the account.

Admin menus: permission to access the admin menus.

Bypass and update credit limit: permission to have the ability to create an invoice that will exceed the customer's credit limit.

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. See our guide on how to quick create products.

Show margin on invoices and quotes: triggers margin showing on pricing tables in the back office.

Update account information, create and update integrations: permission to update account information, gives access to your different integrations.

Create and update custom fields: permission to manage custom fields. See our guide about setting up custom fields.

Create and update custom order status: permission to create and manage custom order status. See our guide on how to set up custom order status.

Create and update custom payment types: permission to add and manage custom payment types. See our guide on how to customize your payment types.

Create and update fees: permission to add and manage fees, this includes the ability to create them, and link them to existing fees in your integration.

Create and update payment terms: permission to add and manage your payment terms.

Add new products to the catalog and update existing products: permission to create new and update products in you catalog, depending on your settings these product may sync back to your integrated app.

Update status of a quote: permission to manually update the status of a quote

Update role permissions: permission to update other users' roles. Important: do not disable this for Admins.

Create and update taxes: permission to add and manage taxes. See our guide on how to set up taxes.

Void invoice: permission to void an invoice.

Next, navigate to the User tab to ensure each user is associated with the correct role

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