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Use the Quotes row in a company role to control which quotes the users with that role can see. This page is for MSP staff. Company administrators ask their MSP to change quote access.

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Before you start

  • You need permission to edit roles in Settings > Users & Roles.
  • Editing a role changes access for every user who has it. If only one person needs a different policy, duplicate the role and assign the new role to that user.
  • The quote controls appear only on company roles, and only when the role has Read or Manage access to Quotes.
  • Access never goes beyond the user’s company access. These settings only narrow it.

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Set quote visibility and statuses

1

Open the company role

Go to Settings > Users & Roles > Roles. Under Company Roles, find the role and open its editor.
2

Allow reading Quotes

In the permission matrix, find Quotes and turn on Read. The Visibility and Statuses controls appear under the Quotes row.
3

Choose Visibility

Open Visibility and pick All quotes, Mine only, or My site. See the table below.
4

Choose Statuses

Leave Statuses empty to show All statuses, or pick the stages this role may see. A restricted role does not see a quote whose stage is blank or not in the list.
5

Save and check

Review the rest of the role, then click Update Role. Reopen the role to confirm the saved values. Then check the Quotes list as a user with that role. If the user still sees old access, ask them to sign out and back in.
The same rules apply to the quote detail page and the Salesbuildr PDF.

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Find out why a quote is missing

1

Check the user's role

Open the user and confirm which company role they have.
2

Check Quotes access

Open the role and confirm Quotes has Read access, and see which Visibility and Statuses are set.
3

Check the names

For Mine only and My site, compare the user’s full name with the quote’s billing contact name. A spelling difference stops the match.
4

Check the stage

If Statuses is set, check that the quote’s stage is in the list. Use the stage names the provider uses.
5

Check the company

Check that the quote is mapped to the user’s company. See Troubleshoot missing Quoter quotes and company links.

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Troubleshooting

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Frequently asked questions

No. It compares the billing contact’s full name with the user’s full name.
My site then works like Mine only.
No. Company access still applies.
It allows every status. An empty list does not hide all quotes. To remove quote access, turn off Read for Quotes.
No. Click Update Role to save.
Give that person a different role, or create a new one.