If you’re a member of a large team, you know it can be difficult to track and co-ordinate how your team uses your content. Often, oversight can be difficult. It would be so much easier if certain users made the templates, while others create and proposals. We make it easy for you to tweak each user’s role to allow you to set what your team members can do in their account. This lets you keep your content in check and keep your team from "going rogue".

While this will allow you to tweak your proposal’s settings. This won’t separate your roles from each other. If you’re looking for that feature, you can use our Workspaces feature instead. Click here to learn more about Workspaces.

Here's a breakdown of what this article covers:

Accessing the Roles Settings Page

Don't see the button? This is an admin only feature. If you don't see the correct option, talk to your team lead or account owner to see if you have access.

You can find the roles settings page in account settings.

You can reach the account settings by clicking settings found in the left-hand menu:

From there, click the roles button:

Once on that page, you have the option to edit an existing role or create a new one:

To edit an existing role, click on it to access that role's settings. To create a new role, click on the green "add role" button above the list:

Roles Settings - Breakdown

Here's a breakdown of all of the settings available:

Role Name

This sets a name for this particular role (Sales, Account Manager, Worthless Peon, etc). It’s a good idea to name it based on the position of the team member using this role.

General Permissions

Here is where you can set permissions for non-proposal-related things in Proposify.

Edit account settings

This allows you to choose exactly what account settings you would like this role to be able to tweak.

Let's say, for example, you're setting a role for someone in design. They would need access to the font library and email templates. They most likely wouldn't need access to integrations, though.

You can also disable everything if you would rather the role not have access to these settings at all.

Add/edit/delete streams

This allows users the ability to add, edit or delete Streams. Streams are the sub-folders located at the top of your pipeline. When you clear this option, your users will still be able to use streams. They won't be able to rename, move, add or delete any streams, though.Streams

View metrics

View metrics allows you to decide what metrics your users will have access to. Would you like to save your company's performance for the all-hands? Set your users to view only their workspace's metrics and they'll only be able to see how their team is doing.

View clients

You can set your roles to only be able to view their workspace's clients. This is great if you like to keep your sales teams separate and dole out leads on a more personal level.. You can also choose whether the users in this role will have the ability to add, edit and delete clients.

Manage users

The same goes for Users. If you want to keep your teams totally separate, set the role to view only users sharing the same workspace. 

You can also prevent people from adding more seats to your account without your approval.

Content Library Permissions

This menu lets you set what your team can add, edit, and remove from the content library. It also lets you choose what content in the library they are able to see.

View content

Here, you can choose what your team member can see: all content, or only what's assigned to their workspace. This is great for teams with similar content, but with slight changes depending on location.

Add/edit/delete content

Each option allows you to set whether the role is able to add, edit, and delete content in the content library. If you clear any of these options, the corresponding tab in the content library won't be viewable.

Template Permissions

Template permissions lets you set the ability to add, change or remove templates. You can also choose what templates this role can see.

Proposal Permissions

These options allow you to set what options are available to this role when they're working on a proposal.

View permissions

This sets what proposals will this role can see: everything, those assigned to their workspace, or their own. This is great if you'd like your teams to keep their sales pipelines separate.

Edit permissions

These options allow you to tweak what the user assigned to this Role will be able to do with their proposals. You can choose whether this user can:

  • Assign proposals to others.
  • Sign proposals under their name.
  • Tweak or customize the proposal itself.
  • Delete or remove proposals.
  • Restore a won proposal to make edits (and void all signatures).
  • Link the proposal to a deal or opportunity in an integration.

Commenting permissions

These options allow you to choose which comments this role can delete, and where they can delete them.

Send Permissions

This permission set allows you to limit what your user can do before and after they send the proposal.

Requiring approval

This option allows you to choose if a proposal needs approval by someone before sending it to a client. You can find out more about how this process works by clicking HERE.

Edit preview settings

Edit Preview Settings lets you set if the role can change settings in the proposal's preview page.Client Preview Settings - Breakdown

Once your options are set, click the Save button at the bottom of the page to save your settings and your role is complete.

Looking to assign your newly role to a particular user? Click here.

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