Who can do what (everyday language)
Task | Who usually can |
|---|---|
Create orders / quotes | Sales and up |
Send quotes | Sales and up |
Approve | Managers / admins / finance (often not junior sales) |
Change station on the floor | Production roles with edit rights |
See sell prices | Only roles allowed in Team permissions |
Edit Team permissions matrix | Pro+ plan + admin settings access |
If a button is missing, it’s almost always role or plan — not a broken page. Ask an admin; see Users & team.
Plan cheat sheet for Orders
You want… | Typical plan |
|---|---|
Create orders, quotes, run floor & schedule | Free works (with monthly caps) |
Quote pipeline board, carrier labels, automations reminders | Starter+ |
Inventory allocations, guest order-status tracking, edit field permissions | Pro+ |
Custom domain for portal links | Custom |
Upgrade: Billing or Pricing page.
Alerts you should expect
Event | Who hears it |
|---|---|
Quote sent / accepted / declined | Sales assignees / managers (per prefs) |
Proof sent / approved / changes requested | Assignees + roles watching design |
Status / assignee changes | People on the job |
Production / ship milestones | Floor and sales as configured |
Payment received / failed | Finance-style roles |
@mention in Activity comments or Production / Internal notes | The tagged teammate only (not the whole assignee list) |
Tune noise under Settings → Notifications and your profile notification prefs — turn Mentions on or off there. Daily reminders (overdue invoice, pending proof) are under Settings → Automations (Starter+).
Work down the order tabs from left to right when you can — quote and proof before production and ship usually avoids rework.