Team
The Team section in QuickReply.ai allows you to manage who has access to your QuickReply.ai workspace.
Roles & Permissions
QuickReply.ai provides three access roles — each designed to ensure the right users have the appropriate level of control and visibility.
Owner
Full access — including billing, workflows, templates, CRM integrations, automation, and team management. Cannot be restricted by Admin or Member.
Owners, Admins, Members
Founders, Organization heads
Admin
Advanced access — can manage features, broadcasts, templates, chats, and settings. Cannot remove or modify Owner access but can manage Admins and Members.
Admins, Members
Team leads, operational managers
Member
Limited access — can chat with customers, send campaigns (if enabled), and access only assigned modules. No access to billing, integrations, or account-wide settings.
Only self
Sales reps, customer support agents, junior marketers
Best Practices
Assign Admin role to people who need operational authority.
Keep Owner access with business leadership.
Use Member role for day-to-day support, sales, and execution teams.
Remove or downgrade access when roles change or employees exit.
How to add a new Team Member?
This document provides detailed instructions on how to manage your team in QuickReply. You will learn how to navigate the team section, understand team roles, add new agents, and verify them.
For the purpose of tutorial, we are going to add a team member named Alex to our QuickReply.ai Account.
Navigate to the Team section from the left menu within the QuickReply.ai platform.
In this section, you can view your existing team members. At the top, you'll find the number of members allowed and the number currently active. You can see details such as names, email addresses, roles, account creation dates, and current status, indicating whether they are online or offline.
You have the ability to edit or delete team members. To add a new agent, proceed to the next step.
To add a new agent, such as Alex, enter the agent's email address, name, and optionally, a phone number. We highly recommend including this information. Additionally, select the appropriate role for the agent.
There are three roles available: Owner, Admin, and Member. The Owner role is the highest level, typically assigned to the account creator, and grants full access to all platform features without restrictions.
Multiple owners can exist within a team. The Admin role is similar to the Owner role in functionality, except that an Admin cannot manage or remove an Owner, nor can they create an Owner.
The Member role is more restrictive and is generally assigned to sales or support agents who require access to charts or specific articles but do not need access to campaigns, settings, or integrations. For Alex, a Member role will be assigned.
After adding Alex, a verification email will be sent, and an invitation is created. Assume Alex has received and verified the email.
Once Alex has completed the verification process, the status will update. When Alex clicks the email link, they will be prompted to set a password. Ensure that the password meets all necessary criteria.
Alex is now required to log in. Upon returning to the platform screen and refreshing, Alex's status will show as verified. However, until Alex logs in, they will remain offline.
How to edit the profile of a Team Member or change their Role?
This document explains how to edit the profile of a team members or change their roles in QuickReply.
After making the necessary changes, save your updates to modify the user’s profile and role successfully.
How to delete a Team Member?
This document explains how to remove a team members from QuickReply.
Confirm the deletion if prompted. Once confirmed, the user will be permanently deleted from the team.
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