Any user from your organisation can sign-in to Salesbuildr as long as their email domain matches the email domain of the contacts in your company. You can disable a contact to login as a user at any time by deselecting "enabled" on the contacts page. Users that have an active user account are counted as a user license.
When logged in, a user will automatically have access to the system as a non admin.
Admins can give a another user admin permissions. Navigate to admin, manage, users. Select the user and turn on the admin switch.
Creating roles with permissions
Roles and permissions are a premium feature. Reach out using the chat bottom right if you would like to learn more.
To set roles and permissions in Salesbuildr, follow the outlined steps below:
Navigate to the Admin section.
Select Manage, followed by Permissions.
Begin by creating a new role. Provide a unique name for this role.
Choose the specific permissions you wish to assign to this role.
Here's a breakdown of the available permissions:
Quote editor: Enables non-admin users to create and edit quotes.
Whitespace Viewer: Enables non-admin users to view Whitespace analysis.
Product Importer: Permits non-admin users to import products into the catalog.
Quote Template Editor: Provides non-admin users with access to the templates and widget templates menu under the quotes tab in the dashboard.
Pricing Book Editor: Enables non-admin users to create and edit customer-specific pricing books.
Product Editor: Allows non-admin users to access the product tab in the dashboard and edit products.
Product Viewer: Grants non-admin users access to the product tab in the dashboard to search for products. Without this permission, products can only be accessed through the catalog.
Company Editor: Enables non-admin users to view, create and edit companies.
Admin: Access to all features, function and settings.
Choose the permissions that best align with the role's responsibilities to ensure effective and secure operation.
You now have the ability to assign one or more roles to a specific user. To do this:
Navigate to the Admin section.
Select Manage, followed by Users.
Choose the user to whom you want to assign roles.
Enable the role(s) that you recently created for this user.
