Two new roles for salespeople

Clément Birklé26 February 2021

We’ve just added two new roles allowing you to assign users as salespeople.

The “Sales” role allows the user to manage their own quotes and the “Advanced Sales” role allows them to manage all quotes and estimates. These two roles do not give the user access to the company’s invoices.

At the same time, we’ve added a table comparing the different roles and their permissions for when you add or modify a user.

Overview of roles and permissions

Try Toolcie for free

Free plan available. No credit card required. Cancel anytime.

Get started for free

Clément Birklé

Founder of Toolcie

Clément founded Toolcie in 2018 because he couldn’t find the software he needed. He keeps a close eye on the regulatory changes shaping professional invoicing.

View LinkedIn profile

Updates

Custom roles, smarter invoicing and more new features

Over the past few months, we have been working on improving the software and adding new features. Here is a selection of updates that we hope will be useful to you. Custom roles and permissions You can now create your own roles and define precisely the permissions associated…

31 March 20262 min

Updates

Custom fields, personalized emails: discover our latest innovations

Exciting updates to transform your management: customize your documents, send them using your own email, and boost your efficiency! 1. Custom fields Add custom fields to your quotes, invoices, contacts, and items to perfectly fit your specific needs.

11 December 20242 min