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Documentation Index

Fetch the complete documentation index at: https://docs.quivly.ai/llms.txt

Use this file to discover all available pages before exploring further.

Overview

Add team members to your Quivly organization and assign them Admin or Member roles.

Roles

RoleCapabilities
AdminFull access: manage integrations, configure settings, add/remove members
MemberStandard access: view customers, use dashboards, no settings access

Managing Team Members

Invite a New Member

1

Go to Settings

Navigate to SettingsMembers
2

Click Invite

Click Invite Member and enter their email address
3

Select Role

Choose Admin or Member
4

Send Invitation

Click Send. The invitation expires in 7 days.

Change a Member’s Role

  1. Find the member in the list
  2. Click the role dropdown
  3. Select the new role

Deactivate a Member

  1. Click Deactivate next to the member
  2. Confirm the action
  3. The member loses access immediately

Reactivate a Member

  1. Find the deactivated member
  2. Click Reactivate
  3. Access is restored

Revoke a Pending Invitation

  1. Find the pending invitation
  2. Click Revoke