Why This Matters

Managing roles in EasyQuote controls who can do what. Set the right permissions so your team has access to what they need — and nothing they don't.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Follow the steps below to manage roles on the platform.

Step 2

Note:After configuring the permissions of a role, any user who is assigned to that role will only be able to access the features they have been given permission for.

Step 3

Step 1:From the dashboard, click “Roles” in the main menu.

Step 4

Step 2:Click the three dots to the right of the role to view the details and edit permissions.

Step 5

Step 3:From the “Additional Permissions” tab, toggle the necessary permissions on or off.

Step 6

Step 4:From the “Solar Permissions” tab, toggle the necessary permissions on or off.

Step 7

Related ArticlesManage Master TabsManage DatabaseHow to Integrate AuroraHow to Adjust AI Design Permissions for RolesHow to Grant Permissions to Roles to Access and Manage Resource Folders.

Pro Tips

💡 EasyQuote tip: Test your changes on a preview before publishing to make sure everything looks right.
📱 Mobile-friendly: Check that your EasyQuote pages look good on phones — most customers browse on mobile.
🔄 Keep it fresh: Update your EasyQuote content regularly to reflect current pricing and services.

Troubleshooting

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.
Widget not appearing on website	Check that the embed code is placed correctly in your website's HTML. Clear your browser cache and refresh.

Last updated: 2026-05-15 · Source: Manage Roles