Permissions & visibility

Written By Timothy Murenzi

Quotes is a permission-controlled module and is hidden from the sidebar unless someone's permission set grants it. The account owner always sees it.

Give a team member access

Go to Settings → Studio tab → Team and rates.
Check which permission set the person has in the Permission set column of Team members (assign one there if it says Not assigned).
Scroll to Permission sets and click that set to open it.
In the module list on the left, scroll to Money and click Quotes (or type "quote" in Search permissions).
Tick the actions they should have (see the table below), or click All in this section.
Click Save & close.

Permission	Allows
View quotes	See Quotes in the sidebar and open quotes. This is the minimum needed for the menu item to appear.
Request quotes (RFQ)	Start an RFQ from the Library.
Review, accept & apply quotes	Accept/reject lines and apply pricing to the Library.
Create POs from accepted lines	Turn accepted lines into purchase orders.
Close / archive quotes	Close and reopen quotes.

To hide Quotes from a group of people even if some actions are ticked, tick Hide this module from the menu in the same section and save.

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