Overview of Users
Users
can be grouped together to form
teams.
Users
or
teams
can be assigned
cards to be performed. They can complete the whole card or carry out only a part of the card
by performing one or more
transitions
of the
blueprint.
How to add a user?
-
Navigate to
and select Users under User Management.
-
Click the
New User
button.
-
Enter the details:
-
Email Address
: Enter the email address of one or more users that you're adding to be added to the organization.
-
Profile
: Pick a user profile from the list of profiles available.
Learn more
about the profile privileges here.
-
Roles
: Assign a role to the user from the list of available roles. In case there are no roles available, you can add a new role.
Learn more
about user roles.
-
Select Team
: Select a team to which the user might belong.
-
Reporting To
: Select a user to whom the added user must report.
-
Click
Save.
You can find the new user added to the list of active users.
Explore
business scenario
on onboarding your organization in Qntrl
Types of users
Active user
-
Every user added to the organization is an
active user.
-
You have the option of
deactivating
an active user. Once a user is deactivated, they will not be able to access the Qntrl organization. However, upon reactivation, access will be restored.
Learn how
to deactivate users here.
-
If an active user has not accepted your invitation yet, you can
re
-
invite
the user.
Learn how
to re-invite them here.
-
You can also
delete
active users from the organization. Upon deleting a user, all their permissions to access Qntrl will be revoked.
Learn how
to delete users here.
Inactive user
-
All
deactivated
users in your organization are listed here.
-
You have the option to activate them again using
Reactivate. Once the user is reactivated, they're again added to the list of active users.
Learn how
to reactivate users here.
-
You can also
delete
inactive users from the organization. Upon deleting a user, all their permissions to access Qntrl will be revoked.
Learn how
to delete users here.
Unconfirmed user
-
Users who have not accepted your invitation to join the Qntrl organization are listed as
unconfirmed
users.
-
You can
re-invite
them to join your organization.
Learn how
to re-invite users here.
-
You have the option of
deactivating
these users.
Learn how
to deactivate users here.
-
You can also
delete
unconfirmed users from the organization. Upon deleting a user, all their permissions to access Qntrl will be revoked.
Learn how
to delete users here.
Deleted user
-
Users
deleted
from the organization are listed here.
-
Deleting a user is an irreversible action as all user permissions to access Qntrl will be revoked.
Learn how
to delete users here.
-
Only the user name and email ID of a deleted user will be displayed.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Teams
Users can be grouped together to form teams in Qntrl. New team Navigate to and select Users under User Management. Click the New Team button. Enter the details: Team Name: Give a name to your team. Select User(s): Pick users to be added to you ...Microsoft Teams for Qntrl
Microsoft Teams is a cloud-based collaboration workspace that facilitates communication between different teams in your organization. Benefits of the Extension By integrating Microsoft Teams with Qntrl , users can create cards, perform transitions, ...Who are unconfirmed users in Qntrl?
Users who have not accepted your invitation to join the Qntrl organization are unconfirmed users . R emember that you can set permissions for unconfirmed users even if they have not accepted the invitation. You can also delete , re-invite , or ...Other actions in Users
Edit user Navigate to and select Users under User Management. Learn more about users. Mouse over the user name to view . Click the icon and select Edit. Modify the user details and click Save. Details of the organization owner cannot be ...Qntrl for iPhone
Carry your workspace wherever you go using Qntrl's mobile app. Users can view requests, perform cards, and track updates on the go by downloading Qntrl's iOS application. Minimum OS version: iOS 10 Install Qntrl to your iPhone You can install Qntrl ...