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Teams group users. The templates linked to a team are the ones its members can use when they create a quote. Every user belongs to at least one team.
You need a role with the User & Teams settings permission to manage teams. See Permissions reference.

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Open the team list

1

Open Settings

Click Settings in the main navigation.
2

Open Team

In the Users & Team section, click Team.
The list shows each team with its Name, Reference, API name, and Users. Use the search bar to filter the list.

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Create a team

1

Click New team

Click New team at the top right of the list.
2

Fill in General Information

Enter the Name, and optionally a Reference. Turn on Default team if this team should be the default one.
3

Add users

In the User section, click Manage Users, select the users to add, and click Confirm.
4

Link templates

In Linked Resources, select the Templates. “The associated templates will be available to users in this team when creating a quote.”
5

Add identifiers (optional)

In Identifiers, enter the CRM ID, ERP ID, or Accounting ID if you match teams in other systems.
6

Save

Click Save.
API tokens can also be members of a team. The team selection shows them with the type API Token.

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Edit a team

1

Open the menu

Click the ⋯ menu at the end of the row.
2

Select Edit

Select Edit, make your changes, and click Save.

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Delete a team

1

Open the menu

Click the ⋯ menu at the end of the row.
2

Select Delete

Select Delete, then confirm.
Before you delete a team, make sure its users belong to another team. Users can only use the templates of the teams they belong to.

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Common questions

Yes. A user can belong to several teams and can use the templates of all of them.
Roles define what a user can do. Teams define which templates they can use. When a role’s Project Access Level is Team, the team also limits which quotes the user can access. See Permissions reference.
The API name is a technical identifier used by integrations and the Qwoty API.

Manage users

Invite users and assign their teams.

Manage roles

System roles and custom roles.

Create a quote template

Build the templates you link to teams.

API tokens

Create tokens for the Qwoty API.
Last modified on October 27, 2026