Add users and manage permissions

If you have a Teams subscription, you can add a new user under the heading Account => Users.

Without a Teams subscription it is not possible to work with multiple users in the same account. Under the heading Account you can find all subscription data and if necessary upgrade to the Teams subscription so that you can add users.

Sending proposals & customer inquiries

Proposals are sent from the name of the user who created the proposal. He / she will also receive the notifications and questions, etc. A prospect can click on the "Ask question" button in the proposal view. The proposal sender will then receive a message and can enter the answer in the proposal view under "Ask question".

Explanation Rights profiles:

Administrator

This profile has full access, including creating users, managing the Library, changing subscription settings, and managing proposals and contacts.

Content Manager

The Content Manager profile can manage the Library and design themes. This user can also manage proposals and contacts.

User

A user with the User profile can create and manage proposals and contacts, but cannot save or manage Library content.

Restricted User

The Restricted User profile can manage only its own proposals. This user cannot access the Library or design themes, and cannot access proposals from other users. Contacts are shared and accessible between users.