> ## 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.

# Manage users

> View, invite, edit, and remove users in your Qwoty workspace

{/* AUDIT NOTE: Nav confirmed — sidebar section is "Users & Team" (not "Users and teams"), sidebar item is "User" (singular, URL /settings/user-team/user). User list columns (Name, Email, Role, Team, Status), buttons (+ New user, ⋮ menu with Edit/Delete/Resend invitation) confirmed. */}

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.

<Note>You must have the **Admin** role to manage users.</Note>

## Access the users page

<Steps>
  <Step title="Open Settings">
    Click **Settings** in the left sidebar.
  </Step>

  <Step title="Navigate to Users">
    In the **Users & Team** section, click **User**.
  </Step>
</Steps>

## 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

### Search for a user

Use the search bar at the top of the page to filter users by name or email.

### Navigate the list

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

## Invite a new user

<Steps>
  <Step title="Click New user">
    Click the **+ New user** button at the top right of the page.
  </Step>

  <Step title="Configure the user">
    A form opens where you enter the user's email, assign a role, and optionally add them to a team.
  </Step>

  <Step title="Send invitation">
    Click **Send invitation**. The user receives an email with a link to set their password and access Qwoty.
  </Step>
</Steps>

<Tip>See [Invite and configure a user](/user-guide/settings/users/manage-users) for detailed configuration options.</Tip>

## Edit a user

<Steps>
  <Step title="Locate the user">
    Find the user in the list.
  </Step>

  <Step title="Open the menu">
    Click the **⋮** menu to the right of the row.
  </Step>

  <Step title="Select Edit">
    Select **Edit** from the dropdown.
  </Step>

  <Step title="Update and save">
    Make your changes (role, team, or status) and click **Save**.
  </Step>
</Steps>

## Remove a user

<Steps>
  <Step title="Locate the user">
    Find the user in the list.
  </Step>

  <Step title="Open the menu">
    Click the **⋮** menu to the right of the row.
  </Step>

  <Step title="Select Delete">
    Select **Delete** from the dropdown.
  </Step>

  <Step title="Confirm deletion">
    Confirm the deletion in the dialog that appears.
  </Step>
</Steps>

<Warning>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.</Warning>

## User roles and permissions

Qwoty uses four roles to control what users can view and edit:

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

You assign roles when you invite a user or by editing an existing user.

## Common questions

<AccordionGroup>
  <Accordion title="Can a user belong to multiple teams?">
    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.
  </Accordion>

  <Accordion title="What happens to a user's quotes when they are deleted?">
    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.
  </Accordion>

  <Accordion title="Can I deactivate a user instead of deleting them?">
    Yes. Edit the user and change their status to **Inactive**. This preserves their record and quote history while blocking access.
  </Accordion>

  <Accordion title="How do I resend an invitation to a pending user?">
    Open the **⋮** menu for the user and select **Resend invitation**. They will receive a new email with the setup link.
  </Accordion>
</AccordionGroup>

## Related resources

<CardGroup cols={2}>
  <Card title="Invite and configure a user" icon="user-plus" href="/user-guide/settings/users/manage-users">
    Learn how to invite new users and configure their permissions
  </Card>

  <Card title="Manage teams" icon="users-gear" href="/user-guide/settings/users/manage-teams">
    Organize users into teams to control access to templates and catalogs
  </Card>

  <Card title="User roles and permissions" icon="shield-halved" href="/user-guide/settings/users/manage-roles">
    Understand the permissions available to each role
  </Card>

  <Card title="Approve quotes" icon="check-circle" href="/user-guide/quotes/reference/lifecycle">
    Set up approval workflows for quotes based on user roles
  </Card>
</CardGroup>