You need a role with the User & Teams settings permission to manage users. See Permissions reference.
Open the user list
1
Open Settings
Click Settings in the main navigation.
2
Open User
In the Users & Team section, click User.
Invite new users
1
Click New
Click New at the top right of the list. The New user window opens.
2
Enter the email addresses
In Email, enter one or more email addresses, separated by commas.
3
Choose the licence
Select the Licence:
core, support, or view_only. The licence consumes a seat of your subscription. See Subscription and seats.4
Choose the role
Select the Role. The list only shows the roles compatible with the selected licence.
5
Choose the teams
Select one or more Teams. At least one team is required. If no team exists yet, create one first in Manage teams.
6
Save
Click Save. Qwoty sends an invitation email to each address.
Licences
Add a partner
A partner is a person who already has a Qwoty profile with a partner licence, for example an integrator or a reseller. You can add them to your workspace with their email address.1
Click Add a partner
In the user list, click Add a partner.
2
Enter the partner's details
Enter the partner’s Email and select at least one Team.
3
Add
Click Add. The partner joins your workspace.
Edit a user
1
Open the user
Click the ⋯ menu at the end of the row and select Edit.
2
Update the user
Update the General Information, the User Management settings (licence, role, teams), the Identifiers (CRM ID, ERP ID, Accounting ID), or the Status.
3
Save
Click Save.
Send or resend an invitation
From the ⋯ menu, select Send invitation (or Resend invitation if the user was already invited).Remove a user
1
Open the menu
Click the ⋯ menu at the end of the row.
2
Select Delete
Select Delete, then confirm in the Delete user dialog.
Common questions
Can a user belong to several teams?
Can a user belong to several teams?
Yes. Select several teams in Teams. The user can use the templates of all their teams.
Can I deactivate a user instead of deleting them?
Can I deactivate a user instead of deleting them?
Yes. Edit the user and set their Status to Inactive.
Which roles exist by default?
Which roles exist by default?
Every workspace has four system roles:
admin, manager, view_only, and sale. You can also create custom roles. See Manage roles.Can a user work in several workspaces?
Can a user work in several workspaces?
Yes. A user invited to several workspaces of an organisation switches between them with the workspace switcher. See Switch workspace.
Related resources
Manage teams
Group users and link the templates they can use.
Manage roles
System roles and custom roles.
Permissions reference
Every permission a role can grant.
Subscription and seats
Seats available for each licence.

