Teams Page and User Permissions

Welcome to the Teams Page! Here, you can manage information and permissions for all of your team members. Let's see how to do it! 

Please note, the instructions below pertain to Quoting tool users only. If you are a Part Viewer seat holder (non-subscription holder) please click this link.

Table of Contents

1. Introduction

2. Add Team Members

3. User Permissions

4. Search for Team Members

5. Edit and Delete Team Members

1. Introduction

First, navigate to the Teams page by clicking the Drop Down Menu below your shop's name on the Tool Bar. 

The Team page will be your home base for managing all members of your company involved with Paperless Parts. Let's walk through how to add a new team member.

2. Add Team Members

The Add Team Member action is in the top left-hand of the Team Page. You will be redirected to a new page.

Build out your new Team Members profile! 

3. User Permissions

In User Permissions, you can establish what sort of abilities each Team Member has on the Paperless Parts platform Quote Creation, and more granular permissions as outlined below. 

A. No Access: Users cannot access the Paperless Parts platform. This might be for a purely administrative purpose. 

B. Read-only: Users can view existing and drafted quotes, but cannot generate new quotes. This might be for a user that is involved in the quoting process, but does not have decision-making responsibilities. 

C. Draft: User can create and save new quotes, or edit existing drafts, but cannot finalize or send quotes to customers. 

D. Finalize: User can create, edit, finalize, and send new or drafted quotes.Depending on what access you give each Team Member, they will only be able to access certain parts of the Platform. As you can see, No Access offers almost no access to the platform, Read-Only grants Team Members access to the Analytics page, and Edit (Finalize) allows access to the full platform. Note - You must invite the Team Member in order to activate their account. The user will receive an email from Paperless Parts prompting them to create their account. They will then be able to access the platform within their chosen permissions.

Accounting - The Accounting section from the Settings Page (Payout Location, Payment Information, Default Tax Rate, Purchase Order Fee Receipts, Charge Receipts, Payment Receipts). 

Analytics - The entire Analytics page.

Customers - The entire Contacts page. 

Note. From the quote level, creating/updating a Contact is directly tied to the Contacts/Accounts page. You will need to give your estimator Edit access to update Contacts from both the quote level and Contacts Page.

DigiQuote Settings - The DigiQuote Settings section from the Settings Page (Terms and Conditions, Manufacturer's Notes, Quote Notes, Internal Notes, Display Settings, Checkout Settings, Lead Time Settings, Expedite Settings, Email Templates)

Note. This permission is only applicable to the defaults that are set for the above. If your estimator has Quote creations permissions set as Draft or Finalize, these DigiQuote Settings can still be updated on the Quote level. The default terms and conditions can not be updated from the Quote level. 

Integrations - The Integrations section from the Settings Page (QuickBooks (Beta) and API Token). 

Orders - The entire Orders page. This does not prevent the user from facilitating an order from a quote. 

Processes - The entire Configure page and all the tabs that fall under it. 

Note. From the quote level, creating a new Purchased Component is directly tied to the table that is found on the Configure / Purchased Component page. You will need to give your estimator Edit access to Processes in order for him/her to update/create new Purchased Components from both the quote level and from the Configure page.

Supplier Settings - The Company Settings section from the Settings Page (Company Name, Facility Information, Conformance Language, Shop Variables, Custom, Part Attributes, Email Notification Settings)

Team - The entire Teams page. 

4. Search for Team Members

As you grow and more Team Members to the platform, you can search for users in the top right-hand part of the Team page screen. You can search by Name, Job Title, and Email.

5. Edit and Delete Team Members

Note - You can edit or delete your team members by accessing the pencil or trash bin next to their names. If you would like to change or identify the admin of your account, please contact support@paperlessparts.com. 

That's all! You now know how to add Team Members and manage Permissions! For more information or to continue building your account, see our Resources page!

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.