In QuoteToMe, project team members are assigned project roles which grant them specific privileges within a project.
About project roles
There are three roles:
Member
Members can view and create orders on the project.
Feature access:
> Create orders
> Send PO to supplier
Subscribed
Member privileges + notifications for all POs in a project.
Feature access:
> Member, and:
> PO notifications
Authority
Subscribed privileges + approves change orders & invoices.
Feature access:
> Subscribed, and:
> Approve change orders & invoices
> Escalations
By default, each user is added as a Member, and they can be changed to Subscribed or Project Authority at any time.
Easily assign a team member to a role by selecting this from the Project Roles drop-down menu!
See: Create a New Project
Next
Read about Parent & Operating Companies
Related articles
- Create a New Project
- Edit an Existing Project
- Create and Edit Purchasing Limits
- Purchasing Limits Overview
- User Permissions Overview
Need help?
There are three ways to reach our Customer Success team:
- Send an email to support@quotetome.com
- Phone or text us toll-free at 1-833-712-5021
- Chat with us using the chat bubble icon in our web and mobile apps