Team Management
Invite team members, assign roles, and collaborate on proposals across your organization.
What you'll learn
- βHow to invite team members to your workspace
- βThe four roles and what each can access
- βManaging and removing team members
- βHow data migrates when a member joins
Access the Team page
Go to Team from the sidebar. You'll see a list of all current team members with their names, emails, roles, and when they joined.
Invite a new member
Click "Invite Member" and enter the person's email address. Select a role: Owner (full access including billing), Admin (full access except billing), Sales (create proposals, manage clients and catalog), or Viewer (read-only dashboard access).
Pro tip: Use the Sales role for your quoting team β they can create proposals and manage clients but can't change billing or company settings.
Team member joins
The invited person receives an email with a link. If they already have a CueQuote account, they click the link, log in, and see an accept/decline page. If they're new, they sign up first, then accept the invite.
Data migrates automatically
When a team member accepts your invite, their existing proposals, clients, catalog items, and invoices automatically move to your team's workspace. Nothing is lost β their old empty workspace is cleaned up. They see a confirmation before accepting.
Pro tip: This means new hires can start quoting on their own account, and when they join your team, all their work comes with them.
Change roles or remove members
Click on any team member to change their role or remove them from your workspace. Only owners can manage other team members. Removing a member revokes their access immediately.