Roles & permissions
Under Users & Access, the Permissions feature (Premium) adds granular role-based access beyond Admin vs base user, so mid and large MSP sales ops can separate who builds the catalog from who sells.
Illustrative dashboard · your data will vary
Why it matters for MSP sales ops
Role–permission mappings
Admins create roles and map them to documented permissions; users can hold multiple roles (union of permissions).
Nine resource permissions
Including Quote editor, Quote template editor, Product viewer/editor/importer, Pricing book editor, Company editor, Whitespace viewer, Procurement editor, plus Admin toggle.
Viewer license option
Premium Viewer is read-only on products and is not counted against seats.
MSP vs portal users
Access model distinguishes MSP users from customer portal users.
In Salesbuildr
- Open Users & AccessSettings → Users & Access → Users / Permissions.
- Define rolesCreate role–permission mappings for how your sales ops actually splits catalog, quoting, and oversight.
- Assign peopleGive users one or more roles; permissions combine.
- Pair with approvalsManager routing for Advanced Approval Workflow uses the same access model.
Permissions (role-based access) is available on Premium, so you can separate catalog ownership, quoting, and oversight as your team grows.
Help center: Users & Access · Access & Permissions · Security & Legal
Frequently Asked Questions
Common questions about users and access.
Do view-only users cost extra?
No. View-only users are not billed and don’t count toward your seats. They’re available on Premium, where roles and permissions are included (see Pricing).
See it on your quoting motion
We show the live settings paths, not a generic deck.
Related: Advanced approval workflows · Pricing books · Portfolio