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Two new roles for salespeople

Two new roles for salespeople

26 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

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The Toolcie application is now available

For an even better user experience, we’ve just created an installable application for any operating system (Windows, MacOS, Android, iOS, Linux) and any type of device (computer, tablet, smartphone)!

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We’ve just added a new feature that allows you to save your segments of text to a library so that they can be reused later.

This library can be accessed from anywhere in the application, for example, when creating a quote or an invoice, or when sending a document to a customer.

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