Sales User

Understand who should use a Sales seat, what Sales users can access, and which extra permissions are available.

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 >

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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

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.

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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

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.

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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 >

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.

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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!