Skip to main content

Setting Workspace Role

How to set Workspace roles for your teams in QuotaPath

To set the workspace role for the members of your QuotaPath workspace, select 'Members' on the left-hand navigation menu.

Under the 'Workspace role' column, click the drop-down and select Admin, Team Manager, or Member:

  • An Admin role will provide the user with full view and edit permissions for all workspace members, plans, deals, earnings, approvals, and payouts

  • A Team Manager role will provide the user access to team earnings and attainment data and the ability to participate in the approvals process.

  • A Member role will allow the user to view their individual plan, deals, earnings, and payouts.

For more information on workspace roles, you can also click the hyperlinked text at the top of the members page.

Job Title vs Role

In QuotaPath, as part of the initial login flow, a user can set their job title. An admin can also add this for their users when setting them up in QuotaPath. That job title has no relation to the Workspace Role in QuotaPath. The job title you input also serves no functional purpose (plans, earnings etc) within QuotaPath other than organization and transparency.

Did this answer your question?