You can use Quidly together with your team. Invite more people to your organization and assign them appropriate roles and access rights.
The Three Roles at a Glance
The person who creates the organization in Quidly is automatically an Admin. For all other members, you choose from three roles:
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Admin: Has full control. Can manage and delete offers, invite new members, assign roles, change organization settings, and delete the organization.
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Editor: Can create and edit offers, write notes, and send follow-up messages. An Editor cannot delete offers or manage members.
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Viewer: Has read-only access. Sees all offers and histories, but cannot make any changes.
Sending Invitations
Open the menu item “Team” and click on “Invite Member”. Enter the person’s email address and select the desired role.
Quidly then sends an invitation via email. If the person clicks the link, they create their own account and are immediately linked to your organization. If the person already has a Quidly account, registration is not required – the association with your organization occurs directly after their next login.
Adjusting Roles Later
As an Admin, you can change a member’s role at any time in the Team section. The new access rights apply to the person concerned immediately after their next click in the system.
Protection for the Last Admin
Every organization absolutely requires at least one Admin. Quidly therefore prevents the following actions:
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Demoting the last remaining Admin to a lower role.
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Deleting the last Admin's account without simultaneously deleting the entire organization.
If you wish to leave your account as the sole Admin, you must first appoint another person as Admin or delete the entire organization (see article on account deletion).
Strict Data Separation
All data belonging to your organization is strictly isolated within the system. No other organization has insight into your offers, and you do not see any third-party data.