Skip to main content
Once your account is live, invite your sales, ops, and finance teammates. Each user gets a licence that controls what they can create or edit, and a role that determines which features they can access. Time: ~5 minutes
You must have the Admin role to invite and manage users.

​
Before you start

You’ll need:
  • The work email address of each teammate you want to invite
  • A clear idea of the role each person will play: sales rep, manager, admin, or read-only

​
Understand licences and roles

Qwoty uses two independent settings to control user access. You set both when sending an invitation. Licences control what a user can create or edit: Roles control which features and data a user can reach:
Assign Core + Sales Rep for most of your sales team. Use Support for back-office users who need visibility but should not touch quotes. Use View only for stakeholders who only need to read reports.

​
(Optional) Organize teams

Teams group users and link them to specific templates. When a user belongs to a team, they can only create quotes from the templates assigned to that team. Create teams when you have:
  • Multiple regions or business units with different catalogs
  • Separate product lines with different pricing rules
  • Groups of reps that should not have access to each other’s templates
To create a team, go to Settings → Users & Team → Team, then click New team. Enter a Name, optionally add a Reference, and assign the Templates and Users that belong to this team.
You can skip teams for now if everyone works from the same catalog and templates. Teams are easy to add later once your workspace is configured.

​
Invite users

1

Open the user list

Go to Settings → Users & Team → User.
2

Open the invitation form

Click New at the top right. The New user panel opens.
3

Enter email addresses

Type one or more addresses in the Email field. Separate multiple 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. See the table above for a summary of each licence’s restrictions.
5

Select a role

Choose the Role that reflects this user’s responsibilities. See the table above for a summary of each role’s access level.
6

Send the invitation

Click Save. Qwoty sends an invitation email to each address automatically. The users appear in the list with invitation status sent.
Invitations sent. Each teammate receives an email to activate their account and set their password.

​
Manage pending invitations

After sending invitations, track and manage them from the user list. The Invitation status column shows the current state for each user. To resend an invitation: find the user in the list, click the Open menu (⋯) on their row, and select Resend invitation. To edit a pending user: click their row to open their profile. You can update their name, licence, role, teams, and other details before they log in for the first time.

​
What’s next

Connect your CRM

Sync customers and deals from HubSpot, Salesforce, or Pipedrive.

Customize your brand kit

Upload your logo, pick your colors, and brand your quotes.