Easily add users to your RoofQuote PRO™ portal for access and assign them specific roles.
Requirements:
Roof Quote PRO™ active subscription
Admin user access
Instructions:
To start, login to your portal and look for the Profile icon.
Choose Company Profile from the pop up menu.
On the Company Profile page, click the "ADD NEW USER" button
Complete the form with the new user's details, and then choose the appropriate role for them from the available options.
Each user role comes with specific access permissions tailored to their responsibilities. Below, you will find a breakdown of the access levels associated with each role.
Admin
- Full access to the platform's features and settings.
- Has the ability to add new users, change the roles of existing users, and assign leads to different users.
- Can reset the password of users.
Production Rep
- Dashboard (Can see all the leads)
- Product Settings (Can update product cards and pricing)
- Rep Quotes
- Orders tab
- Financing (sending pre-qual invites and requesting payments)
- Proposals
Sales Rep
- Dashboard (Can only see own leads and leads assigned by admin)
- Rep Quotes
- Orders tab
- Proposals
- Financing (sending pre-qual invites and requesting payments)Click the "SAVE" button and your new user will receive an email with their login credentials.
