How to create a custom role?

Introduction

Creating a custom role allows you to precisely define your users’ permissions: access to objects (quotes, customers, products...), settings, and application actions. It’s a flexible way to adapt Qwoty to your organization by creating tailored access profiles.

✍️ Prerequisite : You must have the Admin role to access this screen.

Access

In the left side menu, click Settings
Click Roles
Click + New role or Edit from the contextual menu of an existing custom role

Name the role

Enter the role name in the Name field. Choose an explicit name that reflects the associated responsibilities (e.g.: « Senior sales rep », « Catalog manager », « Contract manager »).

Configure object permissions

The Objects section allows you to define the allowed actions on the different object families in Qwoty.

Define the project access level

The Project access level field determines the visibility scope:

Own : The user can access only their own projects and quotes
Team : The user can access all projects in their team
Workspace : The user can access all projects in the workspace

Define permissions by object family

For each object family, check the permissions to grant:

Read : View data
Write : Create and edit data
Delete : Delete data

The available object families are:

Project : Quotes, contracts, and orders
Products & Pricing : Catalogs, products, pricing grids
Customers : Customers
Workflow : Approvals, workflows, and configurator
Content : Contract templates, media, content
Templates : Project templates

💡 Tip : A user with only the “Read” permission will be able to view data but will not be able to edit or delete it.

Configure settings permissions

The Settings section allows you to authorize access to the different configuration sections of Qwoty.

Check Allow for each section the role should have access to:

Workspace : Set global workspace preferences
User & Teams : Add or remove users and define teams
Roles : Define user roles and access levels
Data : Modify the data structure and CPQ fields
Developers : Manage integrations, API keys, and webhooks
Organization : Manage the multi-tenant organization and billing

⚠️ Warning : Be careful when granting access to sensitive settings such as Roles or Organization. These permissions allow you to modify critical elements of your configuration.

Configure application actions

The Application section allows you to authorize cross-functional actions in Qwoty.

Check Allow for each action to grant:

Import CSV : Allow importing data from CSV files
Export CSV : Allow exporting data to CSV files
Override commercial restrictions : Allow exceeding restrictions such as approvals, discount limits, etc.

⚠️ Warning : The “Override commercial restrictions” permission allows bypassing validation rules. Reserve it for trusted profiles such as sales managers or sales directors.

Define the API name

In the right-hand side panel:

API name : Automatically generated technical identifier

⚠️ Warning : The API name can be edited only at creation. Once saved, it can no longer be changed in order to ensure the stability of your integrations.

Save

Once all permissions are configured, click Save at the top right.

How to manage roles?
How to manage users?
How to invite and configure a user?