Overview
Add team members to your Quivly organization and assign them Admin or Member roles.Roles
| Role | Capabilities |
|---|---|
| Admin | Full access: manage integrations, configure settings, add/remove members |
| Member | Standard access: view customers, use dashboards, no settings access |
Managing Team Members
Invite a New Member
1
Go to Settings
Navigate to Settings → Members
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
- Find the member in the list
- Click the role dropdown
- Select the new role
Deactivate a Member
- Click Deactivate next to the member
- Confirm the action
- The member loses access immediately
Reactivate a Member
- Find the deactivated member
- Click Reactivate
- Access is restored
Revoke a Pending Invitation
- Find the pending invitation
- Click Revoke