> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/account-settings/users-and-permissions/sales-user.md).
# Sales User
## What is a Sales User?
A **Sales user** is the primary seat type in PaintScout, designed for anyone who estimates, sells, or manages the business. Think owners, sales reps, and estimators — anyone who needs full access to create and manage estimates, invoices, and deals.
**Sales** replaces the **Admin** seat type and the **legacy Sales** seat. If you had either of those before, you've been automatically migrated to a Sales seat. [Learn more >](/support/account-settings/users-and-permissions/understanding-the-new-user-types-what-changed-and-why.md)
***
## What Sales Users Can Do
Sales users have the broadest access in PaintScout by default:
* Create and edit their own estimates and invoices
* Access their own Dashboard, pipeline, calendar, tasks, and contacts
* Create and view all contacts and companies
{% hint style="info" %}
By default, Sales users can only access their own estimates, invoices, and deals. They can also access records when they are linked to a deal in some way, such as through a sales event, task, or job.
{% endhint %}
***
## Custom Permissions
Sales users have a set of optional permissions that are **off by default** for new seats. These can be turned on per user depending on their role.
| Permission | What it does |
| ---------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------- |
| **Access to account settings** | Manage account-wide settings including estimate types, production rates, products, templates, branding, communications, and more |
| **Access to account settings — Billing** | View the account's subscription, billing information, and user management |
| **Access to other users' documents** | View and edit estimates and invoices created by other Sales users |
| **Access to reports** | View sales and pipeline reports |
| **Ability to export data** | Export contacts, deals, and other data from PaintScout |
{% hint style="info" %}
**Pro Tip:** If you're setting up an owner or office manager, you'll likely want to enable most or all of these. For a sales rep who only needs to manage their own jobs, the defaults are usually fine.
{% endhint %}
***
## Account Ownership
Every account has one **Owner**, shown with a crown icon in **User Management**. The Owner is automatically assigned to the first Sales user (or legacy Admin user) on the account. [Learn more >](/support/account-settings/users-and-permissions/account-ownership.md)
A few things to know about ownership:
* Only the current Owner can transfer ownership to another user
* Ownership can only be transferred to another **Sales seat**
* Once transferred, the previous Owner's custom permissions are **all turned on** so they retain full access to day-to-day features.
* Note that the ability to **cancel or make changes to the account subscription** is unique to the Owner role and cannot be replicated through custom permissions alone.
***
## Adding a Sales User
1. Go to **Account Settings** → **Billing** → **User Management**
2. Click **+ Add User**
3. Enter their name, email, and select their role
4. PaintScout will recommend the right seat type based on the role selected — Sales is recommended for estimators, sales reps, and owners
* If PaintScout recommends a Team seat, click **Switch to Sales seat** **instead** if this user requires more sales/estimating access!
---
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