Plans with support for multiple Users allow you to provide your employees with their own logins for Quoter. You can limit the access of these Users and assign leads to them as you please.

To create a User simply go to Account > Users > + New User:

User Types
There are 6 different User Types as per the below screenshot

Account Owner
Account Owners can do anything they wish. Use sparingly.

Account Admin
Account Admins can access everything except for the Account section.

Product Manager
Product Managers can view and edit anything except the Account and Settings sections.

Reseller Admin
Reseller Admins have all permissions of Sales Managers and can view and edit Reseller Settings sections.

Sales Manager
Sales Managers can view anything except the Account and Settings sections. They can also view and assign all Quotes, Inquiries, and People, unless the Sales Manager is assigned to a Reseller, in which case they will be able to view all Quotes, Inquiries, and People assigned to other users of that Reseller.

Salespeople can only view and edit Quotes, Inquiries, and people that are assigned to them

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