Skip to content
English
Contact Qwoty Support
Sign in
  • There are no suggestions because the search field is empty.

How to create and configure a team?

Group your users and associate quote templates for efficient work

Introduction

Creating a team allows you to group users and associate them with specific quote templates. This way, all team members automatically have access to the same up-to-date quote templates, ensuring consistency in your sales proposals and saving time on a daily basis.

✍️ Prerequisites : You must have the Admin role to access this screen.

Access

  1. In the left side menu, click Settings
  2. In the Users and teams section, click Teams
  3. Click + New team or Edit from the contextual menu of an existing team

Fill in the general information

In the General information block:

  • Name : Team name (required) - E.g.: « Team France », « Sales Paris »
  • Reference : Internal reference to identify the team

Associate quote templates

In the Linked resources block:

  1. In the Templates field, click to open the list of available templates
  2. Select the quote templates to associate with this team
  3. The selected templates appear as tags
💡 Tip : By associating templates with a team, you ensure that all members work with the latest up-to-date quote templates. It's an excellent way to standardize your sales proposals.

Manage team members

The Users section displays the list of the team's current members:

  • Full name : User photo and name
  • Email : User email address

Add a user to the team

  1. Click the + Add a user button
  2. Select the user to add
  3. The user appears in the members list

Search for a member

Use the search bar to filter the members list by name or email.

Remove a user from the team

  1. Find the user to remove in the list
  2. Click the ⋮ menu to the right of the row
  3. Select Remove
⚠️ Warning : A user removed from the team will no longer have access to the templates associated with this team.

Fill in external identifiers

If you use external systems (CRM, ERP, accounting), enter the corresponding identifiers to facilitate integrations:

  • CRM ID : Team identifier in your CRM
  • ERP ID : Identifier in your ERP
  • Accounting ID : Identifier in your accounting software

Define the API name

In the right-hand side panel:

  • API name : Automatically generated technical identifier
⚠️ Warning : The API name can only be modified at creation. Once saved, it can no longer be changed in order to ensure the stability of your integrations.

Save

Once all fields are filled in, click Save in the top right.

Related articles

  • How do I manage teams?
  • How do I manage users?
  • How do I create a quote template?