Set Up the Sales Rep Role

There are specific permissions required to assign a team member as a Sales Rep to a contract or a quote.

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To create the sales rep role.

Start by navigating to the Role Manager and select New Role in the top right hand corner.
Label the role and select Sales Rep for the Dashboard Kind.
Make sure to have these permissions turned on
- Companies > See List of companies toggle on and select Sales Rep.
- Assets > See list of assets toggle on and select Sales Rep.
  - Create New Asset toggle on.
  - Show Asset toggle on.
- Quotes > See List of Quotes toggle on and select Sales Rep.
  - Show Quote toggle on.
  - Manage Quote toggle on.
  - Archive Quote toggle on.
  - Create and Clone Quote toggle on.
- Contracts > See List of Contracts toggle on and select Sales Rep.
  - Show Contract toggle on.
  - Create New Contract toggle on.
  - Manage Contract toggle on and select allowed or notes only.
- Locations > See List of locations toggle on.
- Providers > See List of Providers toggle on.
- Partners > See list of partners toggle on.
- Users > User List toggle on and select Sales Rep.
  - Create New User toggle on.
- Shared > Assign as Sales Rep toggle on.
Scroll to the top of the Role Manager and select Save in the top right hand corner.

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