Users & Groups

 

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.

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