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Proposal Tool Permissions: Who Can Do What
### Scanifly Proposal Tool
* Getting Started
* Proposal Tool Permissions: Who Can Do What
##### Getting Started
### Proposal Tool Permissions: Who Can Do What
#### Learn the four proposal permission levels so you can give each person on your team exactly the access they need.
Proposal permissions decide what each person on your team can reach in the Proposal Tool, including whether they can see global settings at all. Set them in Team Management from the Scanifly homepage.
🚧 **Admin only** 🚧
Changing permissions requires Team Management access.
---
##### The Four Permission Levels
* **No proposal access.** The person cannot reach the Proposal Tool. Recommended for site surveyors and field staff.
* **View only.** The person can view created proposals but cannot create them. Recommended for office and admin staff.
* **Create proposals.** The person can create and edit proposals, but has no access to global settings. Recommended for salespeople.
* **Manage proposals.** Create plus settings. Recommended for sales managers.
[Image: Screenshot of the proposal permission section in the user edit panel, with the four levels visible]
---
##### Additional Access Granted by Scanifly
* **Manage proposal templates.** Unlocks the template builder. Only a Scanifly admin can grant this, so contact Scanifly support if you need it. Be aware that the template builder is a significant step up in complexity from every other setting in the tool. Most companies should start with the standard proposal, the included reports, and ready-made templates instead.
---
##### 1. Open Team Management
From the Scanifly homepage, click **Team**.
[Image: Screenshot of the Scanifly homepage with the Team navigation item highlighted]
---
##### 2. Edit the User
Find the person whose access you want to change, then click **Edit**.
[Image: Screenshot of the team list with the Edit action highlighted on a user row]
---
##### 3. Set the Proposal Permission Level
In the proposal section of the user edit panel, select one of the four permission levels.
[NEEDS CLARIFICATION: does the permission change apply immediately on selection, or is there a Save or Update button in the user edit panel that has to be clicked to confirm it?]
[Image: Screenshot of the proposal permission section in the user edit panel with a level selected]
---
For more information on Set Up the Proposal Tool: Order of Operations, please see this support article: [link placeholder].
For more information on Template Builder: Access, Templates, and Pages, please see this support article: [link placeholder].
If you have any questions or need further assistance, please reach out to our chat support or email hello@scanifly.com.
---
## Draft Notes
*Not part of the published article.*
**Screenshot/GIF capture list:**
1. [Image: Screenshot of the proposal permission section in the user edit panel, with the four levels visible]
2. [Image: Screenshot of the Scanifly homepage with the Team navigation item highlighted]
3. [Image: Screenshot of the team list with the Edit action highlighted on a user row]
4. [Image: Screenshot of the proposal permission section in the user edit panel with a level selected]
Captures 1 and 4 are the same panel. If the reviewer prefers, use one screenshot in the reference section and drop the second.
**Needs clarification:**
- [NEEDS CLARIFICATION: does the permission change apply immediately on selection, or is there a Save or Update button in the user edit panel that has to be clicked to confirm it?]
- Capitalization of the permission labels is taken from the doc plan, not verified against the UI. Confirm the exact in-product casing for all five permission names before publishing.
**Suggested cross-references:**
- A1 (Proposal Tool Basics and Key Concepts) should link here.
- D1 (Set Up the Proposal Tool: Order of Operations) lists setting permissions as step 1, so it should link here.
- F1 (Template Builder: Access, Templates, and Pages) should link here for the Manage proposal templates permission.
- D2 (Presets) requires Manage proposals permission, so it should link here.
- Worth linking from any article whose settings a reader may not be able to see, since permission level determines visibility.
* Getting Started
* Proposal Tool Permissions: Who Can Do What
##### Getting Started
### Proposal Tool Permissions: Who Can Do What
#### Learn the four proposal permission levels so you can give each person on your team exactly the access they need.
Proposal permissions decide what each person on your team can reach in the Proposal Tool, including whether they can see global settings at all. Set them in Team Management from the Scanifly homepage.
🚧 **Admin only** 🚧
Changing permissions requires Team Management access.
---
##### The Four Permission Levels
* **No proposal access.** The person cannot reach the Proposal Tool. Recommended for site surveyors and field staff.
* **View only.** The person can view created proposals but cannot create them. Recommended for office and admin staff.
* **Create proposals.** The person can create and edit proposals, but has no access to global settings. Recommended for salespeople.
* **Manage proposals.** Create plus settings. Recommended for sales managers.
[Image: Screenshot of the proposal permission section in the user edit panel, with the four levels visible]
---
##### Additional Access Granted by Scanifly
* **Manage proposal templates.** Unlocks the template builder. Only a Scanifly admin can grant this, so contact Scanifly support if you need it. Be aware that the template builder is a significant step up in complexity from every other setting in the tool. Most companies should start with the standard proposal, the included reports, and ready-made templates instead.
---
##### 1. Open Team Management
From the Scanifly homepage, click **Team**.
[Image: Screenshot of the Scanifly homepage with the Team navigation item highlighted]
---
##### 2. Edit the User
Find the person whose access you want to change, then click **Edit**.
[Image: Screenshot of the team list with the Edit action highlighted on a user row]
---
##### 3. Set the Proposal Permission Level
In the proposal section of the user edit panel, select one of the four permission levels.
[NEEDS CLARIFICATION: does the permission change apply immediately on selection, or is there a Save or Update button in the user edit panel that has to be clicked to confirm it?]
[Image: Screenshot of the proposal permission section in the user edit panel with a level selected]
---
For more information on Set Up the Proposal Tool: Order of Operations, please see this support article: [link placeholder].
For more information on Template Builder: Access, Templates, and Pages, please see this support article: [link placeholder].
If you have any questions or need further assistance, please reach out to our chat support or email hello@scanifly.com.
---
## Draft Notes
*Not part of the published article.*
**Screenshot/GIF capture list:**
1. [Image: Screenshot of the proposal permission section in the user edit panel, with the four levels visible]
2. [Image: Screenshot of the Scanifly homepage with the Team navigation item highlighted]
3. [Image: Screenshot of the team list with the Edit action highlighted on a user row]
4. [Image: Screenshot of the proposal permission section in the user edit panel with a level selected]
Captures 1 and 4 are the same panel. If the reviewer prefers, use one screenshot in the reference section and drop the second.
**Needs clarification:**
- [NEEDS CLARIFICATION: does the permission change apply immediately on selection, or is there a Save or Update button in the user edit panel that has to be clicked to confirm it?]
- Capitalization of the permission labels is taken from the doc plan, not verified against the UI. Confirm the exact in-product casing for all five permission names before publishing.
**Suggested cross-references:**
- A1 (Proposal Tool Basics and Key Concepts) should link here.
- D1 (Set Up the Proposal Tool: Order of Operations) lists setting permissions as step 1, so it should link here.
- F1 (Template Builder: Access, Templates, and Pages) should link here for the Manage proposal templates permission.
- D2 (Presets) requires Manage proposals permission, so it should link here.
- Worth linking from any article whose settings a reader may not be able to see, since permission level determines visibility.