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User management

Adding Users to Quest system

Step 1: Select project to add user

From the project list, select and click on the project for which you want to add a user. If you don't have a project, you need to create and set it up.

Projects list

Step 2: Go to the Users list page

In the left menu on the project page, click on the "Users" menu item to view the Users list page.

Projects list

Step 3: Invite user

On the Users list page, click the "Invite user" button. And fill the Form. Specify the email address of the user you want to invite and their role in the project. There is an option to invite multiple users by specifying their email addresses and roles in the project.

Quests list

Step 4: Confirming email

After successfully submitting the invitation form, the invited users will receive an email with a one-time link to the password input form. After successfully confirming their email, the user will be able to authenticate and work with the quests system.

Quests list

User Management for the Company

info

Only a user with the Owner role can manage all users of the company.

Step 1: Go to Manage company menu

Click on the top right menu item "Managment company" to view the Company users list

Quests list

Step 2: Select a user for management

On the users list page click on Manage button to view all projects associated with the selected user

Quests list

Step 3: Edit the association of a user with a project or their role

On the user editing page, you can:

  • Remove or add the user from/to a project
  • Remove user from all projects
  • Add user to a some project or projects