In User Settings, you can invite your coworkers—such as team members from IT, product owners, sales representatives and sales managers—to collaborate on the platform. Each user can be assigned a role to control their level of access.
There are four standard roles available:
- Admin – Full access to both Studio and Sales Hub. Admins can manage configurators, master data, pricing, translations, and edit all settings in Studio.
- Technician – Limited access to Studio. Technicians can only access Email settings, used to set up SMTP settings.
- Sales Manager – Access to Sales Hub. Can view and manage all inquiries and quotes, and manage Organizations, Individuals, and Dealers.
- Sales – Access to Sales Hub. Can only view and manage inquiries and quotes assigned specifically to them.