What is a Sales User?
A Sales user is the primary seat type in PaintScout, designed for anyone who estimates, sells, or manages the business. Think owners, sales reps, and estimators — anyone who needs full access to create and manage estimates, invoices, and deals.
This Sales type now replaces the Admin and old Sales seat types. If you had either of those before, you've been automatically migrated to our new Sales seat.
What Sales Users Can Do
Sales users have the broadest access in PaintScout by default:
Create and edit their own estimates and invoices
Access their own Dashboard, pipeline, calendar, tasks, and contacts
Create and view all contacts and companies
By default, Sales users can only access their own estimates, invoices, and deals. They can also access records when they are linked to them in some way, such as through a sales event, task, or job.
Custom Permissions
Sales users have a set of optional permissions that are off by default for new seats. These can be turned on per user depending on their role.
Permission | What it does |
Access to account settings | Manage account-wide settings including estimate types, production rates, products, templates, branding, communications, and more |
Access to account settings — Billing | View the account's subscription, billing information, and user management |
Access to other users' documents | View and edit estimates and invoices created by other Sales users |
Access to reports | View sales and pipeline reports |
Ability to export data | Export contacts, deals, and other data from PaintScout |
💡 Tip: If you're setting up an owner or office manager, you'll likely want to enable most or all of these. For a sales rep who only needs to manage their own jobs, the defaults are usually fine.
Account Ownership
Every account has one Owner, indicated by a crown icon in User Management. The Owner is automatically assigned to the first Sales user on the account.
A few things to know about ownership:
Only the current Owner can transfer ownership to another user
Ownership can only be transferred to another Sales seat
Once transferred, the previous Owner's custom permissions are all turned on so they retain full access to day-to-day features. Note that the ability to cancel or make changes to the account subscription is unique to the Owner role and cannot be replicated through custom permissions alone.
Adding a Sales User
Go to Account Settings → User Management
Click + Add User
Enter their name, email, and select their role
PaintScout will recommend the right seat type based on the role selected — Sales is recommended for estimators, sales reps, and owners
