QuoteCloudUsers & Roles
Invite users and control what each role can do.
User Access and Support
10 guides- Create a New User RoleLearn how to create a new user role in QuoteCloud, defining permissions and access levels for your team members.
- Create or invite new usersLearn how to create or invite new users to your QuoteCloud account. Step-by-step instructions for adding team members and assigning roles.
- Creating a New User AccountStep-by-step guide to creating a new QuoteCloud User account. Learn how to sign up, set your preferences, and get started quickly.
- Delete a User AccountLearn how to permanently delete a user account in QuoteCloud. Understand the steps, permissions required, and what happens to documents owned by the deleted user.
- Edit a User Role’s InformationLearn how to edit a user role’s information in QuoteCloud, including updating permissions, role names, and access levels for team members.
- Logging in with Existing Account CredentialsLearn how to access your QuoteCloud account using your existing login credentials. Step-by-step guide for a smooth sign-in experience.
- Manage User Account ControlsLearn how to manage user accounts in QuoteCloud, including updating settings, adjusting access, and maintaining secure account preferences.
- Register a New Company AccountLearn how to register a new company account in QuoteCloud. Step-by-step instructions to set up your organisation and start managing documents.
- Resend / Send New Invitation to Invited UsersLearn how to resend or send a new invitation to users who have already been invited, ensuring they can access your QuoteCloud workspace seamlessly.
- Using the "Forgot Your Password?" featureLearn how to reset your QuoteCloud login using the "Forgot Your Password?" feature. Step-by-step guide to quickly regain account access.
General User Settings
2 guides- Assign or Remove Manager/s to UserLearn how to assign or remove managers for users in QuoteCloud. Managers can approve actions and documents on behalf of their team members, helping streamline workflows and maintain accountability.
- Edit a User’s Contact InformationLearn how to edit a user’s contact information in QuoteCloud, including updating email addresses, phone numbers, and other profile details.