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Setting Workspace Role
Setting Workspace Role

How to set Workspace roles in QuotaPath

Updated over 2 months ago

To set the workspace role for the members of your QuotaPath workspace, select 'Members' on the left-hand navigation menu.

Under the 'Workspace role' column, click the drop-down and select admin, team manager, or member:

  • An admin role will provide the user with full view and edit permissions for all workspace members, plans, deals, earnings, approvals, and payouts

  • A team manager role will provide the user access to team earnings and attainment data and the ability to participate in the approvals process.

  • A member role will allow the user to view their individual plan, deals, earnings, and payouts.

For more information on workspace roles, you can also click the hyperlinked text at the top of the members page.

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