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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.

You manage all users in your Qwoty workspace from the Users settings page. You can invite new users, assign roles, organize users into teams, and control access to quotes and templates.
You must have the Admin role to manage users.

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Access the users page

1

Open Settings

Click Settings in the left sidebar.
2

Navigate to Users

In the Users & Team section, click User.

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View the user list

The Users page displays all active and pending users in your workspace. Each row shows:
  • Name: Full name of the user
  • Email: Email address used for login
  • Role: Admin, Manager, Sales Rep, or Viewer
  • Team: Team assignment (if applicable)
  • Status: Active, Invited, or Inactive

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Search for a user

Use the search bar at the top of the page to filter users by name or email. At the bottom of the table, you can:
  • Change the number of rows displayed per page via the Rows per page dropdown
  • Navigate between pages using the pagination buttons

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Invite a new user

1

Click New user

Click the + New user button at the top right of the page.
2

Configure the user

A form opens where you enter the user’s email, assign a role, and optionally add them to a team.
3

Send invitation

Click Send invitation. The user receives an email with a link to set their password and access Qwoty.
See Invite and configure a user for detailed configuration options.

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Edit a user

1

Locate the user

Find the user in the list.
2

Open the menu

Click the ⋮ menu to the right of the row.
3

Select Edit

Select Edit from the dropdown.
4

Update and save

Make your changes (role, team, or status) and click Save.

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Remove a user

1

Locate the user

Find the user in the list.
2

Open the menu

Click the ⋮ menu to the right of the row.
3

Select Delete

Select Delete from the dropdown.
4

Confirm deletion

Confirm the deletion in the dialog that appears.
When you delete a user, they immediately lose access to Qwoty. Any quotes or Dealrooms they own remain in the system but may need reassignment.

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User roles and permissions

Qwoty uses four roles to control what users can view and edit:
RoleAccess level
AdminFull access to all features, settings, users, and data
ManagerTeam management, approvals, reporting, and quote oversight
Sales RepCreate and manage quotes, customers, and Dealrooms
ViewerRead-only access to quotes and reports
You assign roles when you invite a user or by editing an existing user.

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Common questions

No. Each user can only be assigned to one team at a time. If you need a user to access resources from multiple teams, you must grant those permissions at the template or catalog level.
The quotes remain in the system. They are not deleted, but ownership may need to be reassigned manually. We recommend transferring ownership before removing the user.
Yes. Edit the user and change their status to Inactive. This preserves their record and quote history while blocking access.
Open the ⋮ menu for the user and select Resend invitation. They will receive a new email with the setup link.

Invite and configure a user

Learn how to invite new users and configure their permissions

Manage teams

Organize users into teams to control access to templates and catalogs

User roles and permissions

Understand the permissions available to each role

Approve quotes

Set up approval workflows for quotes based on user roles