Roles Overview

User Roles in Quotec

Quotec has five user roles that determine what each user can access and which actions they can perform within the system.
Roles can be assigned individually or in combination, depending on the level of access required.

Admin users can assign roles from the user page, for instructions on this see Updating Existing Users

Role Overview

Admin

The Admin role provides full access to the Quotec system.
Users assigned this role do not require any additional roles.

Admins can:

• Access all areas of Quotec

• Design, view, edit, and purchase jobs

• View and edit purchase orders

• Manage pricing, proposal templates, and system configuration

• View all analytics dashboards

• View all accounts and transaction information

• Update payment methods and subscriptions

• Invite and manage users and assign roles

Admins can assign roles from the Users page. For step-by-step instructions, see Updating Existing Users.

Sales Rep

Sales Reps are focused on quoting and managing their own work.

Sales Reps can:

• Design and quote their own jobs

• View and edit their own jobs and to-do tasks

• Access customer records

• View their own calendar dashboard

Sales Reps cannot:

• Purchase jobs

• View or edit jobs created by other users

• Access purchase orders

• View analytics dashboards

• View account or pricing information

Sales Manager

Sales Managers have broader visibility and control than Sales Reps.

Sales Managers can:

• View, edit, and purchase jobs created by any user

• View job margins

• View and edit purchase orders

• Access all customer records

• View calendar dashboards for all users

• View sales analytics dashboards (company and salesperson)

Sales Managers cannot:

• Modify pricing files or system configuration

• View account or payment information

• Update subscriptions or invite users

Accounts

The Accounts role is focused on financial visibility and processing.

Accounts users can:

• View company transactions, payment history, and tax invoices

• View all jobs, including margin details

• Purchase jobs

• View and edit purchase orders

Purchase Power (Add-On Role)

Purchase Power is an additional role that can be assigned alongside the Sales Rep role.

This role allows a Sales Rep to:

• Purchase jobs

• View and edit purchase orders

• View job margins

Using Sales Rep + Purchase Power together creates a middle ground between Sales Rep and Sales Manager access.