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Team management

Manage the staff members and partners who can log in to your organization and help run your business.

01. Users and Permissions Overview

The Users page is where you manage who can sign in to your Qoblex organization and exactly what each person...

02. Find and Review Users

The Users page lists everyone in your organization as a grid of cards and lets you search the team by...

03. Create and Invite a User

Adding a team member in Qoblex is a single action: you fill in their details, choose their permissions, and Qoblex...

04. Update a User

Updating a user lets you change a team member’s name, the timezone their dates and times display in, and the...

05. Delete a User

Deleting a user removes a person’s access to your Qoblex organization. You delete a user from inside the Update User...

06. Invite a Partner

A partner is an outside person — typically your accountant, bookkeeper, or consultant — who works inside your organization as...

07. Permissions Matrix

The Permissions matrix controls what each user can see and do in Qoblex. It appears as a section titled Permissions...

08. Users and Permissions Troubleshooting

Use this guide when adding users, sending invitations, editing access, or deleting a user does not behave the way you...