Inviting Your Team
Summary
Add team members to collaborate on quotes, orders, and invoices. Quotable supports different roles so everyone has the right access.
Steps
1. Go to Team Settings
Navigate to Team > Users on your Dashboard
2. Click "+Add Team"
Enter their information, email address and select their role.
3. Choose the Right Role or Create a Custom Role
Full Admin: Complete access to all features
General Manager: Access to all modules
Finance: Can create invoices, bills, and payment records
Sales: Can create quotes and sales orders
Purchasing: Can create purchase orders
Logistics: Can create delivery records
Catalog Specialist: Can create and manage products or services
Custom Role: Create custom roles by selecting different permissions
Pro Tip: Manager roles include all regular user permissions, plus the ability to add users to their department (e.g., Sales Manager can add Sales users).
4. Send the Invitation
Click "Send Invites to user" and your team member will receive an email invitation.
5. Team Member Accepts
They'll create their password and join your workspace.
Result
Your team can now collaborate on documents, track orders together, and work more efficiently.
Tips
Assign roles based on job responsibilities
Finance and Admin roles can access all document types
Sales teams can only create quotes and sales orders
You can change roles anytime from Team Settings