MADDE IT
quotient
← Team
Roles
A role is a set of permissions. Create one for each kind of job.
New role
Role name
See costs and profit
Material prices, production cost, margins. Without this, only selling prices are visible.
Edit materials
Add, import and change material prices.
View products
Browse the product catalogue.
Edit products
Create products and change recipes and selling prices.
Create quotes
Quote catalogue products to customers.
Adjust quotes
Change additional costs and profit on quote items, and build custom items.
See everyone’s quotes
Otherwise people only see quotes they created.
Delete draft quotes
See the Sales section
All paid and delivered sales, with who did what.
Record payments and deliveries
Record money received (with receipts), void a payment, and mark sales delivered.
See the Clients list
Every client with their quotes, sales and spending, and edit client details.
See reports
Monthly sales, best sellers and top clients, with Excel export. Profit also needs "See costs and profit".
Merge duplicate clients
Combine two client records into one. This cannot be undone.
Manage team
Add staff, change their role, deactivate accounts.
Manage roles
Create roles and choose their permissions.
Manage settings
Business details, pricing mode and quote defaults.
Create role
Owner
full access · locked
1 person
See costs and profit
Material prices, production cost, margins. Without this, only selling prices are visible.
Edit materials
Add, import and change material prices.
View products
Browse the product catalogue.
Edit products
Create products and change recipes and selling prices.
Create quotes
Quote catalogue products to customers.
Adjust quotes
Change additional costs and profit on quote items, and build custom items.
See everyone’s quotes
Otherwise people only see quotes they created.
1 person
See costs and profit
Material prices, production cost, margins. Without this, only selling prices are visible.
Edit materials
Add, import and change material prices.
View products
Browse the product catalogue.
Edit products
Create products and change recipes and selling prices.
Create quotes
Quote catalogue products to customers.
Adjust quotes
Change additional costs and profit on quote items, and build custom items.
See everyone’s quotes
Otherwise people only see quotes they created.
1 person
See costs and profit
Material prices, production cost, margins. Without this, only selling prices are visible.
Edit materials
Add, import and change material prices.
View products
Browse the product catalogue.
Edit products
Create products and change recipes and selling prices.
Create quotes
Quote catalogue products to customers.
Adjust quotes
Change additional costs and profit on quote items, and build custom items.
See everyone’s quotes
Otherwise people only see quotes they created.
Delete draft quotes
See the Sales section
All paid and delivered sales, with who did what.
Record payments and deliveries
Record money received (with receipts), void a payment, and mark sales delivered.
See the Clients list
Every client with their quotes, sales and spending, and edit client details.
See reports
Monthly sales, best sellers and top clients, with Excel export. Profit also needs "See costs and profit".
Merge duplicate clients
Combine two client records into one. This cannot be undone.
Manage team
Add staff, change their role, deactivate accounts.
Manage roles
Create roles and choose their permissions.
Manage settings
Business details, pricing mode and quote defaults.
Delete draft quotes
See the Sales section
All paid and delivered sales, with who did what.
Record payments and deliveries
Record money received (with receipts), void a payment, and mark sales delivered.
See the Clients list
Every client with their quotes, sales and spending, and edit client details.
See reports
Monthly sales, best sellers and top clients, with Excel export. Profit also needs "See costs and profit".
Merge duplicate clients
Combine two client records into one. This cannot be undone.
Manage team
Add staff, change their role, deactivate accounts.
Manage roles
Create roles and choose their permissions.
Manage settings
Business details, pricing mode and quote defaults.
Save role
Delete role
Delete draft quotes
See the Sales section
All paid and delivered sales, with who did what.
Record payments and deliveries
Record money received (with receipts), void a payment, and mark sales delivered.
See the Clients list
Every client with their quotes, sales and spending, and edit client details.
See reports
Monthly sales, best sellers and top clients, with Excel export. Profit also needs "See costs and profit".
Merge duplicate clients
Combine two client records into one. This cannot be undone.
Manage team
Add staff, change their role, deactivate accounts.
Manage roles
Create roles and choose their permissions.
Manage settings
Business details, pricing mode and quote defaults.
Save role
Delete role
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