Managing Users in QuoteToMe


The Users Page is where you can manage all user accounts on the platform. 

From here, you can create new users, update their roles and permissions, or deactivate accounts.

How to Create a New User 

You can access the Create User feature through two methods:

  • Create Button: Use the CREATE button on the top navigation bar and select Create User from the dropdown menu.

  • Users Page: Navigate to the Users page to view existing accounts and Create User located top right.




  1. Access the Create User Screen:

    • Click the CREATE button on the top bar and select Create User, or go to the Users Page and click CREATE USER.

  2. Enter User Details:

    • Fill in the required fields

  3. Set Role and Permissions:

    • Choose a Role (e.g., Superintendent, Foreman) and assign the appropriate Permissions.

  4. Save:

    • Click CREATE USER to add the user to the system.



How to Deactivate a User

  1. Go to the User Page:
    • Navigate to the Users page, where all active users are displayed.
  2. Find the User:
    • Locate the user you want to deactivate by searching their name or email.
  3. Open User Options:
    • Click the three dots (...) next to the user’s name to open more options.
  4. Select "Deactivate":
    • In the dropdown menu, click Deactivate. This will disable the user’s access.
  5. Confirmation:
    • The user will now be moved to the Inactive tab, indicating they are no longer active in the system.



Need help?

There are three ways to reach our Customer Success team: