Adding Users
Add team members to your SetSale account and control their permissions by assigning them Sales or Owner roles
PWritten by Parker McNallyUpdated August 29, 2026
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In the left navigation, click on the Settings, then Members
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In the Invite new member section of the page, add the email of the user you would like to invite and assign a role.
Select Sales to give basic permissions. This should be given to technicians and sales reps who need to create, edit and send quotes to customers.
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Select Owner to give the most advanced permissions. This should be given to the owners and/or administrators of your account.
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Click Invite to add the user, and send them a confirmation email