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Team & Permissions

Collaborate on projects and quotes with your team — while keeping the right people in control.

Roles explained

Quotably has three roles. Each one controls what a person can see and do inside your organisation:

Owner

Full control over everything — projects, quotes, pricing, team, settings, and billing. There's one owner per organisation (the person who created it).

Admin

Same access as the owner for day-to-day work — create projects, manage pricing, send quotes, and handle team members. Can't manage billing or delete the organisation.

Member

Read-only access to projects and quotes. Great for team members who need visibility but shouldn't be editing pricing or sending quotes.

Adding team members

Team members join your organisation through a join request. Here's how it works:

  1. Your team member signs up for a Quotably account
  2. During onboarding, they choose "Join an existing workspace" and search for your organisation
  3. They send a join request (with an optional message)
  4. You (as Owner or Admin) see the request in Settings → Team and approve or reject it

Once approved, they're in — with the role you assign.

Managing your team

Head to Settings → Team to see everyone in your organisation. From here you can:

  • View all current members and their roles
  • Change a member's role (e.g. promote a Member to Admin)
  • Review and approve pending join requests

Organisation settings

Owners and Admins can manage the organisation profile in Settings:

  • Business name — displayed on your quotes
  • ABN — included on PDF quotes for compliance
  • Address & contact info — your business details
  • Item code prefix — customise how auto-generated item codes look
  • Custom units — add measurement units specific to your trade

Data stays in your organisation

Everything in Quotably is isolated to your organisation. Your pricing lists, projects, BOQs, and quotes are never shared with other organisations.

We use row-level security at the database level — meaning even if something goes wrong, your data physically can't leak to another organisation. Your business information stays yours.

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