Team Management
Invite team members, assign roles, and collaborate on proposals across your organization.
What you'll learn
- ✓How to invite team members to your workspace
- ✓The four roles and what each can access
- ✓Managing and removing team members
- ✓How data migrates when a member joins
Access the Team page
Go to Team from the sidebar. You'll see a list of all current team members with their names, emails, roles, and when they joined.
Invite a new member
Click "Invite Member" and enter the person's email address. Select a role: Owner (full access including billing), Admin (full access except billing), Sales (create proposals, manage clients and catalog), or Viewer (read-only dashboard access).
Pro tip: Use the Sales role for your quoting team — they can create proposals and manage clients but can't change billing or company settings.
Team member joins
The invited person receives an email with a link. If they already have a CueQuote account, they click the link, log in, and see an accept/decline page. If they're new, they sign up first, then accept the invite.
A workspace is added, not merged
When a team member accepts your invite, your company becomes another workspace they belong to. Their own company and all its data stay exactly as they were: nothing moves or is deleted. Their role in your team comes from the invite. They switch between workspaces using the workspace menu in the sidebar, which appears once they belong to two or more workspaces.
Pro tip: This means new hires can keep quoting on their own account, and switch to your team's workspace from the sidebar whenever they need it.
Change roles or remove members
Click on any team member to change their role or remove them from your workspace. Only owners can manage other team members. Removing a member revokes their access immediately.