You need a role with access to the User & Teams settings (for example, the system role
admin) to invite and manage users.Before you start
You’ll need:- The work email address of each teammate you want to invite
- At least one team (see below): you must select a team when adding users
- Available seats for the licence you want to assign (see Settings › Organisation › Billing › Seats)
Understand licences and roles
Licences match the seats of your plan:
Roles control which objects (Project, Products & Pricing, Customers, Workflow, Content, Templates) and which settings a user can read, write, or delete. Each workspace starts with four system roles:
Roles are customizable: open Settings › Role to review the permissions of each role or create your own with New. The roles offered when you invite a user depend on the licence you select.
Create a team
Teams group users and link them to specific templates. Create one before inviting users. Go to Settings › Users & Team › Team, then click New team. Enter a Name, optionally a Reference, and assign the Templates and Users that belong to this team. Create several teams when you have:- Multiple regions or business units with different catalogs
- Separate product lines with different pricing
- Groups of reps that shouldn’t use each other’s templates
Invite users
1
Open the user list
Go to Settings › Users & Team › User.
2
Open the invitation form
Click New. The New user window opens.
3
Enter email addresses
Type one or more addresses in Email. Separate emails with a comma to invite several people at once.
4
Select a licence
Choose the Licence that matches what this user needs to do.
5
Select a role
Choose the Role. Only roles compatible with the selected licence are listed.
6
Select teams
Choose one or more Teams.
7
Send the invitation
Click Save. Qwoty sends an invitation email to each address. The users appear in the list with their Invitation status.
Invitations sent. Each teammate receives an email with a link to join the workspace.
If you don’t have enough seats for the selected licence, Qwoty shows an error. Add seats in Settings › Organisation › Billing with Manage seat.
Add a partner
Partners are users who already have a partner licence in Qwoty (for example, an integrator or reseller). To give one access to your workspace:- In Settings › Users & Team › User, click Add a partner.
- Enter the partner’s Email and select their Teams.
- Click Add.
Manage pending invitations
The Invitation status column shows where each invitation stands. To send it again, open the row menu (Open menu) and click Resend invitation. To edit a user, click their row. You can update their licence, role, teams, and other details.What’s next
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