In Qpien, user management allows you to manage your team's access to the platform, add new users, update existing users' information, or remove them when necessary. In this section:

• Add User

• Deleting Users

• User Editing

  
  

  You can learn step by step and make your team's work processes more efficient.

  
  

  1. Adding a User

  • ⚙️ Click on the “Settings” tab in the left menu to go to the Settings page.

  • After switching, you will see the Settings screen shown below.

  

  • 👥 In this section, you can view the list of people who use the system with you.

  • ➕ To add a new user, click the “Invite User” button in the upper right corner.

  • 📩 When you click it, the invitation screen shown below will open.

  

  Note that in this photo, we have selected “user” as the role.

  👤 Steps to Invite a New User

  1. Add Email

     ➝ Enter the company email address of the person you want to add as a user.

  2. Role Selection

     ➝ Determine the role the user will have.

  3. Send Invitation ➝ Complete the user addition process by clicking the “Invite” button.

  
  

  ✉️ What to Do When You Receive an Invitation Email

  

  1. 📩 Check your email inbox

     • Open the Qpien invitation email sent to you.

     • If you can't find it in your inbox, also check your “Spam / Junk” folder.

  2. 🔗 Click on the invitation link

     • Click on the “Join The Team” button in the email to go to the redirect page.

  

  📝 Complete your account information

  • If you don't have a Qpien account yet, enter your first name, last name, phone number, and password to open your free Qpien account.

  

  • If you already have a Qpien account, you can log in with your existing information.

  • Then click the “Log In” button to log in to Qpien.

  

  • 🎉 Your account has now been created and you have logged into Qpien with user role.

  • You can now use the Qpien panel, view messages, and reply to them according to the permissions assigned to you.

    
    

  💡Roles consist of 3 different categories:

  • Admin:

    • Has the same privileges as the account owner. All access is permitted and all changes can be made.

  • User:

    • Can only view the Chat Page and Dashboard.

    • Sees all messages sent to their own team.

    • Can assign chats to themselves or others.

  • Limited User:

    • Similar to the User role, can only see the Chat Page and Dashboard.

    • However, can only respond to chats assigned to them.

    • Cannot view chats in the pool (chats not yet assigned to anyone).

  
  

  💡➝ You can open a new row with the “Add more” option and enter the email and role information for multiple people at the same time.

  
  

  💡➝ If the user's email address is verified, they can log in.

  ➝ If the email is not verified, the user cannot log in to the system.

  
  

  👥 Information You Can View in the User List

  • ✅ Role Information

    ➝ You can see which role (Admin, User, Restricted User) each added user has.

  

  
  

  • 📧 Verification Status

    ➝ You can check whether users' email addresses have been verified or not.

    ➝ Unverified users cannot log in.

  

  
  

  • 📞 Phone Call Permission

    ➝ You can see whether users have permission to answer incoming phone calls on the system.

  

  
  

  • 💬 Chat Limit and Active Chats

    ➝ It determines how many chats the user can respond to at the same time.

    ➝ You can also see how many chats are currently open for the user.

  

  
  

  📋 Customizing the User List View

  • You can customize the list view by opening and closing the columns in the user list as you wish.

  • For example:

  • When you close the Role column, users' roles will no longer be displayed in the list.

  • Similarly, you can close or reopen columns such as verification status, call permission, and chat limit.

  • This way, you can create a simpler user list by viewing only the information you need.

  

  
  

  2. 🗑️ Deleting Users

  • Click the Settings icon in the menu to go to the page where users are listed.

  

  
  

  • Click on the three dots icon located on the far right of the row containing the user you want to delete.

  

  
  

  • We click the “Delete” option from the list that opens.

  

  • The window that appears will display the confirmation text that needs to be entered. We enter this text into the box.

  • Finally, we remove the user from the system by clicking the “Delete” button.

  
  

  💡You can also edit users by clicking the Edit button here.

  
  

  3. 👤 User Editing

  • Click the Settings icon in the menu to go to the page where we list users.

  

  
  

  • On the row containing the user we want to edit, we click on the three dots icon located on the far right.

  • From the list that appears, we click on the “Edit” option.

  

  • From here, you can update the user's role and conversion limit information.

  • Finally, click the “Save” button to confirm the changes.