Manage your team.

Your firm can have multiple people on the dashboard. Each person is either an admin or a member.

Roles

Both admins and members can view engineers, workflows and submissions. The following actions are restricted to admins only and are not available to members:

• Add or remove engineers
• Create or edit workflows
• Send workflows to engineers
• Manage billing and plan
• Invite or remove team members
• Change another person's role

Inviting someone

1. Go to the Team section of the dashboard.
2. Enter their email address and click Invite.
3. They receive an email with a link. The link expires after 7 days.

New team members join as admins by default. Change their role after they accept.

Changing roles

Click the role toggle next to a team member's name. You cannot demote yourself if you are the only admin.

Removing someone

Click Remove next to their name. They lose access immediately. Their historical actions (workflow sends, submissions) are preserved.

Still stuck? Email hello@quickler.co and we reply within one business day.