Control what your team members can access in AeroQuote.
The Permissions page lets you manage user accounts and control what each team member can see and do in AeroQuote.
Go to Settings from the sidebar
Click Permissions (or navigate to Settings → Permissions)
The Permissions page shows all users with access to your AeroQuote account:
Name
User's full name
Login email address
Role
Their permission level
Status
Active or inactive
Last Login
When they last accessed AeroQuote
Click Add User
Enter the user's details:
Name — Full name
Email — Their login email (must be unique)
Role — Select their permission level
Click Save
The user receives an email invitation to set up their password.
AeroQuote uses role-based permissions:
Owner
Full access to everything including billing
Admin
Full access except billing and account deletion
Manager
Create and manage quotes, bookings, and contacts
User
View and work with assigned items
Read-only
View only, no editing capabilities
Role names and permissions may vary based on your subscription plan. Contact support for custom role configurations.
Find the user in the list
Click Edit
Update their role or details
Click Save
When someone leaves your organization:
Find their account
Click Deactivate (or toggle Status to Inactive)
Confirm the change
Deactivated users cannot log in but their activity history is preserved. Use this instead of deleting to maintain audit trails.
To restore access:
Find the deactivated user
Click Activate (or toggle Status to Active)
They can log in again with their existing credentials
Principle of least privilege — Give users only the access they need to do their job.
Review permissions quarterly
Deactivate users immediately when they leave
Use Admin role sparingly
Keep at least two Owner accounts for redundancy
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