Add your team

Invite colleagues to join your Quin account and assign roles that control their access to features, settings, and billing. You can add, remove, and update team members at any time.

How to invite a team member

1. Go to Team members in your account settings
2. Click Invite team member
3. Enter the team member's name and email address
4. Assign a role:
   • Account Owner - Full access to all settings, billing, and team management
   • Administrator - Can manage integrations, team members, and most account settings
   • Member - Standard user with access to Quin's core features
5. Click Send invite

The invited member receives an email with instructions to join your account. Once they accept, they'll have access based on their assigned role.

What to expect

Team members appear in your Team members list once they accept their invitation. You can see each member's name, email, role, and status. Your billing adjusts automatically when new members join based on your subscription plan.

How to change a team member's role

1. Go to Team members in your account settings
2. Find the team member whose role you want to change
3. Click their current role
4. Select the new role from the dropdown menu

Role changes take effect immediately. The team member's access updates to match their new permissions.

How to remove a team member

1. Go to Team members in your account settings
2. Find the team member you want to remove
3. Click the menu icon next to their name
4. Select Remove member
5. Confirm the removal

The team member loses access to your Quin account immediately. Your billing adjusts automatically at your next billing cycle.

Understanding team roles

Account Owner

• Full access to all account features and settings
• Can manage billing and subscription plans
• Can add, remove, and change roles for all team members
• Can delete the account

Administrator

• Can manage integrations and connect accounts
• Can add and remove team members
• Can access most account settings
• Cannot manage billing or delete the account

Member

• Can use all of Quin's core features
• Can manage their own profile and preferences
• Cannot access billing or team management
• Cannot manage integrations or account settings

Common questions

How many team members can I add?
‍You can add as many team members as you need. Your subscription cost adjusts based on the number of members on your account.

Can I have multiple Account Owners?
‍Yes, you can assign the Account Owner role to multiple team members. All Account Owners have full access to billing and account management.

What happens to a team member's data when they're removed?
‍When you remove a team member, their profile is removed from your account, but meeting notes, tasks, and CRM updates they created remain accessible to your team.

Can team members see each other's meetings and notes?
‍Team members can see meetings and notes based on your CRM permissions and calendar sharing settings. When you log into Quin to view your meeting notes and transcripts, only your meetings will be visible.