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Team and roles

Everyone sees what they need. The right people change it.

Five simple roles, teams with a default role, and invitations by link. Job titles are just labels; roles decide what people can do.

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People5 people · 4 teams

Dan Morris · Sales rep

  • Creates quotes from the price book
  • Asks for approval when needed

Job titles are labels. The role decides what someone can do, and only the owner or a system admin can change it.

What it does

Team and roles, in plain words.

  • Five clear roles

    Sales rep, sales manager, finance, executive and system admin. Each one is described in plain words.

  • Teams with a default role

    Name your teams, like Sales or Finance, give each a default role, and change it for one person if you need to.

  • Invite with a link

    Invite people one by one or from a spreadsheet, then share the invitation link yourself.

  • Changes stay with admins

    Only the company owner or a system admin can change roles and teams, and nobody can change their own.

How it works

  1. Create your teams
  2. Give each a default role
  3. Invite people with a link
  4. Adjust one person's role if needed

Works with

Discount approvalsSet discount steps once. Anything outside them goes to the named person, with one request per quote revision and a tick from each approver.Price BookYour items, prices, VAT and discount limits in one place. Categories number your SKUs for you, and sales reps see a read-only list.

Next: Quotes

See it with your own prices.

Join the waitlist for the Founding Teams pilot: free for 30 days, guided set-up, no card.

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