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How to manage users?

View, invite, and manage your team members in Qwoty

Introduction

The Users screen lets you manage all members of your team: view their information, track the status of their invitations, and manage their access. Each user has a license and a role that define their permissions in Qwoty.

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

Access

  1. In the left side menu, click on Settings
  2. In the Users and teams section, click on Users

View the list of users

The screen displays the list of all users in your workspace:

  • Status : Active (green) or Inactive
  • Full name : User initials and name
  • Email : User email address
  • Role : Assigned role (Admin, Manager, Sales)
  • License : License type (Core, Support, View only)
  • Invitation status : Accepted or Sent (pending)

Understanding licenses

The license determines the user's overall level of access to Qwoty:

  • Core : Full access to Qwoty according to the assigned role (Admin, Manager or Sales)
  • Support : Access to the back office only, cannot generate quotes
  • View only : View-only access, no actions possible in the application

Understanding roles

The role defines the user's permissions within the Core license:

  • Admin : Access to 100% of the application and all workspaces
  • Manager : Access to the entire workspace only
  • Sales : Access to the front office and quote creation only

Understanding invitation status

  • Sent : The invitation has been sent but the user has not yet accepted
  • Accepted : The user accepted the invitation and activated their account

Search for a user

Use the search bar at the top of the screen to filter the list by name or email.

Sort the list

Click on a column header to sort the list by that criterion (status, name, email, role, license, or invitation status).

Navigate the list

At the bottom of the table, you can:

  • Change the number of rows displayed per page via the Rows per page menu
  • Navigate between pages using the pagination buttons

Invite a new user

  1. Click the + New button at the top right
  2. A new page opens to configure the user
💡 Tip : See the article « How to invite a user? » to discover all available configuration options.

Edit a user

  1. Find the user to edit in the list
  2. Click the ⋯ menu to the right of the row
  3. Select Edit
  4. Make your changes, then save

Delete a user

  1. Find the user to delete in the list
  2. Click the ⋯ menu to the right of the row
  3. Select Delete
  4. Confirm the deletion
⚠️ Warning : Deleting a user is permanent. If you simply want to temporarily remove a user's access, set them to Inactive status rather than deleting them.

Related articles

  • How to invite a user?
  • How to manage teams?
  • How to manage roles and permissions?