Adding Users and Assigning Roles

How to invite team members and assign roles like admin or agent?

Adding Users and Assigning Roles

Collaborating with your team is easier when everyone has access to Qpien. Here’s how you can invite new members and assign the right roles.

How to Invite Team Members

  1. From the left-side menu, go to Settings.

  2. Under the Settings section, click on Users.


  3. In the top right corner, click the “Invite User” button.

  4. Fill in the required details for each teammate:

    • Email address

    • Role (Admin, User, or Limited User)

  1. To add more people, click the “Add more” button.

  2. When you're done, click “Invite” to send invitations.

Your teammates will receive an invitation via email to join your Qpien workspace.

Manage Invitations and Roles

  • Once invited, you can view the verification status of each user (Verified / Not Verified).

  • To edit or delete an invitation or user:

    • Click the three dots at the end of the user row.

    • Select Edit to change the assigned role or set a conversation limit.


    • Select Delete and enter the invited email address again for confirmation.


Roles Overview:

  • Admin: Full access to all settings and features

  • User: Access to conversations and most tools

  • Limited User: Restricted access, suitable for temporary or read-only roles

Try Qpien free for 14 days! 🎉

Ready to take control of all your support channels?

Empower your customer interactions with Qpien! Boost sales and elevate satisfaction with every conversation.

Try Qpien free for 14 days! 🎉

Ready to take control of all your support channels?

Empower your customer interactions with Qpien! Boost sales and elevate satisfaction with every conversation.

Try Qpien free for 14 days! 🎉

Ready to take control of all your support channels?

Empower your customer interactions with Qpien! Boost sales and elevate satisfaction with every conversation.