Quin 101
Quin 101: Adding team members and delegate access
If you work with colleagues, an assistant, or someone who manages your account on your behalf, this video covers the two features you need to know: team members and delegate access. They look similar on the surface but serve very different purposes, and knowing which one to use makes a real difference.
What's covered:
- How to invite team members to your account and what their individual setup looks like
- How shared integrations like your CRM work across a team vs. personal ones like email and calendar
- How unlimited users work across all plan levels and what that means for your credit bucket
- What delegate access is and how it's different from adding a team member
- The two access levels for delegates: Quin mode (operational) vs. full access (admin)
- How the account switcher works so a delegate can move between their account and yours
The short version: team members are for colleagues who each need their own Quin experience. Delegate access is for someone who needs to work inside your account on your behalf — without sharing your login.
