Team management
8 articles, in order
- Users and Permissions OverviewThe Users page is where you manage who can sign in to your Qoblex organization and exactly what each person can see and do.6 min
- Find and Review UsersThe Users page lists everyone in your organization as a grid of cards and lets you search the team by name or email.5 min
- Create and Invite a UserAdding a team member in Qoblex is a single action: you fill in their details, choose their permissions, and Qoblex creates the user and emails them an invitation to join your organization.6 min
- Update a UserUpdating a user lets you change a team member’s name, the timezone their dates and times display in, and the permissions that control what they can see and do in Qoblex.8 min
- Delete a UserDeleting a user removes a person’s access to your Qoblex organization. You delete a user from inside the Update User panel for that person, not from the user card itself.3 min
- Invite a PartnerA partner is an outside person — typically your accountant, bookkeeper, or consultant — who works inside your organization as a team member.5 min
- Permissions MatrixThe Permissions matrix controls what each user can see and do in Qoblex. When you create a user it appears in the Create User panel under the line Choose what this user can view and manage.9 min
- Users and Permissions TroubleshootingUse this guide when adding users, sending invitations, editing access, or deleting a user does not behave the way you expect.4 min