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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.

Teams let you group users and control which quote templates, catalogs, and resources they can access. This page shows you how to view, create, edit, and delete teams.
You must have the Admin role to manage teams.

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Access the teams screen

1

Open Settings

Click Settings in the left sidebar.
2

Navigate to Teams

In the Users & Team section, click Team.

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View and search teams

The teams list displays all teams in your workspace. Each row shows:
  • Name: The display name of the team
  • Reference: Internal identifier for the team
  • API Name: Technical identifier used in integrations and API calls
Search for a team
Use the search bar at the top to filter teams by name or reference. Navigate the list
At the bottom of the table, you can adjust the number of rows per page using the Rows per page dropdown and navigate between pages using the pagination controls.

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Create a team

1

Click New team

Click the + New team button at the top right of the screen.
2

Configure the team

A new page opens where you can set the team name, reference, and assign members and resources.
See Create and configure a team for detailed configuration options.

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Edit a team

1

Locate the team

Find the team in the list you want to edit.
2

Open the menu

Click the ⋮ menu on the right side of the row.
3

Select Edit

Select Edit from the dropdown menu.
4

Save your changes

Make your changes and click Save.

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Delete a team

1

Locate the team

Find the team you want to delete in the list.
2

Open the menu

Click the ⋮ menu on the right side of the row.
3

Select Delete

Select Delete from the dropdown menu.
4

Confirm deletion

Confirm the deletion in the dialog that appears.
Before deleting a team, ensure no users are assigned to it. Users assigned to a deleted team will lose access to templates, catalogs, and other resources linked to that team.

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Common questions

When you delete a team, users assigned to it lose access to any templates, catalogs, or discounts restricted to that team. Make sure to reassign users to another team before deletion.
Yes. A user can be assigned to multiple teams and will inherit access rights from all teams they belong to.
The API Name is a technical identifier used when integrating Qwoty with external systems or calling the Qwoty API. It ensures consistent references across integrations.

Create and configure a team

Learn how to set up team members, assign catalogs, and configure access rights

Manage users

View, invite, edit, and delete users in your workspace

User roles

Understand the permissions for Admin, Manager, Sales Rep, and Viewer roles

Quote templates

Configure templates that combine catalogs, pricebooks, and contract models