> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Invite your team

> Add teammates to your Qwoty workspace and configure their access with licences, roles, and teams.

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

<Info>
  You must have the **Admin** role to invite and manage users.
</Info>

## 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:

| Licence       | What the user can do                                                           |
| ------------- | ------------------------------------------------------------------------------ |
| **Core**      | Full access to Qwoty according to their role                                   |
| **Support**   | Same as Core, except cannot create or edit quotes, orders, or Sales Agreements |
| **View only** | Read-only access across the entire application                                 |

**Roles** control which features and data a user can reach:

| Role          | Access level                                          |
| ------------- | ----------------------------------------------------- |
| **Admin**     | Full access to all settings, users, billing, and data |
| **Manager**   | Team management, approval workflows, and reporting    |
| **Sales Rep** | Create and manage quotes, customers, and Dealrooms    |
| **Viewer**    | Read-only access to quotes and reports                |

<Tip>
  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.
</Tip>

## (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.

<Note>
  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.
</Note>

## Invite users

<Steps>
  <Step title="Open the user list">
    Go to **Settings** → **Users & Team** → **User**.
  </Step>

  <Step title="Open the invitation form">
    Click **New** at the top right. The **New user** panel opens.
  </Step>

  <Step title="Enter email addresses">
    Type one or more addresses in the **Email** field. Separate multiple emails with a comma to invite several people at once.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Send the invitation">
    Click **Save**. Qwoty sends an invitation email to each address automatically. The users appear in the list with invitation status `sent`.

    <Check>
      Invitations sent. Each teammate receives an email to activate their account and set their password.
    </Check>
  </Step>
</Steps>

## 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.

| Status     | Meaning                                                    |
| ---------- | ---------------------------------------------------------- |
| `sent`     | Invitation sent — user has not yet activated their account |
| `accepted` | User clicked the link and activated their account          |
| `-`        | No invitation was sent (user created directly)             |

**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

<CardGroup cols={2}>
  <Card title="Connect your CRM" icon="plug" href="/getting-started/setup/connect-crm">
    Sync customers and deals from HubSpot, Salesforce, or Pipedrive.
  </Card>

  <Card title="Customize your brand kit" icon="palette" href="/getting-started/setup/brand-kit">
    Upload your logo, pick your colors, and brand your quotes.
  </Card>
</CardGroup>