close

Assigning/Restricting Spreadsheet Library Categories to a Specific Sales Team


Larger organisations may have teams of sales staff working in different countries or industry verticals. If your organisation splits the sales quoting activities into specifc sales teams then appropriate spreadsheet library content can be allocated to each team.

This feature is useful when specific content is needed for sales quotes for a certain type of sale, for example, if a sales team operates in a certain industry vertical, then providing spreadsheet data relevant only to that industry is preferred.

Let's have a look at how QuoteCloud allows you to set this up.

From the Dashboard, click the Configuration main menu option and select Manage Users & Roles.

Next press the Team tab button to view the current sales teams

Next press the Edit button alongside the team you want to update:

Click on the Spreadsheet tab to specify exactly which categories a sales team should use. By default a new sales team will have no restrictions applied, and you will see a page as shown below.

To restrict a sales team to only certain spreadsheet document library categories, first you will need to switch on restrictions, to do this click on the switch to make Restrictions Active the button will appear green and the label will change to Restrictions Active: Place visible folders on the Left

Now you will see two columns appear below the Restrictions switch. These columns are Visible and Hidden, and indicate which spreadsheet document library categories are hidden from this sales team, and which are visible to them. 

Using the + or - icon you can move items from one column to the other.

After moving the correct spreadsheet library categories from the hidden column to the visible column, as shown below, this sales team will be allowed to use the category "Energy Calculator (Australia)"

Now click Save to commit your changes. 

Back to Top