Important note: As of November 27, 2024 other than the odd exception, Users must be first added to your ScalePad Hub account and then granted access from Quoter. The permissions set on the Hub User do not impact the Quoter-specific User Permissions outlined below.
When setting User Permissions, note that access levels can vary greatly between Permission Level. See the below table for a detailed list of the different access levels by Permission Level:
Notes
All User types can export Quotes they have access to. In addition:
-Salespeople cannot export People or Items.
-Sales Managers and Reseller Admins can export People but not Items.
-Product Managers and above can import/export Items and People.
*Permission to view cost/margins can be toggled per user
**Applies to reseller-specific data only