# Team

## Roles & Permissions

QuickReply.ai provides three access roles — each designed to ensure the right users have the appropriate level of control and visibility.

<table><thead><tr><th>Role</th><th width="279.7109375">Access Level</th><th width="188">Can Manage/Modify</th><th>Ideal For</th></tr></thead><tbody><tr><td><strong>Owner</strong></td><td>Full access — including billing, workflows, templates, CRM integrations, automation, and team management. Cannot be restricted by Admin or Member.</td><td>Owners, Admins, Members</td><td>Founders, Organization heads</td></tr><tr><td><strong>Admin</strong></td><td>Advanced access — can manage features, broadcasts, templates, chats, and settings. Cannot remove or modify Owner access but can manage Admins and Members.</td><td>Admins, Members</td><td>Team leads, operational managers</td></tr><tr><td><strong>Member</strong></td><td>Limited access — can chat with customers, send campaigns (if enabled), and access only assigned modules. No access to billing, integrations, or account-wide settings.</td><td>Only self</td><td>Sales reps, customer support agents, junior marketers</td></tr></tbody></table>

### 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.&#x20;

{% tabs %}
{% tab title="Video Tutorial" %}
{% embed url="<https://youtu.be/IeGa9Fsmvp0>" %}
{% endtab %}

{% tab title="Step-by Step Instructions" %}
{% hint style="info" %}
For the purpose of tutorial, we are going to add a team member named Alex to our QuickReply.ai Account.
{% endhint %}

{% stepper %}
{% step %}
Navigate to the Team section from the left menu within the QuickReply.ai platform.

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2FsYxa0sHaqlFM6diTgXwX%2Fimage.png?alt=media&#x26;token=7ee8bd37-ff5e-488e-8bc6-f4b8646b10c8" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
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.

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2F53wGSn61C4EPTPvXJ05W%2Fimage.png?alt=media&#x26;token=bac4c356-1bbb-41f6-9609-98efb486cca3" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
You have the ability to edit or delete team members. To add a new agent, proceed to the next step.

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2FFJX1PvA23EcJtsfnWDxq%2Fimage.png?alt=media&#x26;token=82c52aac-e059-4a6e-9c7a-d28a674c5eba" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% 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.

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2Fyukrv9krbyRgb3HwtKV2%2Fimage.png?alt=media&#x26;token=1273c5bd-52d7-488d-82c5-36429b3a44ef" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
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.

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2Foxm6qgayRlGDW0qpcVgv%2Fimage.png?alt=media&#x26;token=26371303-0f23-4b02-b64e-9020e18d8eee" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
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.

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2FNPnzQJn3VmwiwxxqqncV%2Fimage.png?alt=media&#x26;token=92269ee9-4690-4d78-bb64-45ebb5ed5b77" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
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.

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2Fc4TUgEl0np02ztzm60H6%2Fimage.png?alt=media&#x26;token=00fb334b-430a-445c-a324-768078ae7117" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
After adding Alex, a verification email will be sent, and an invitation is created. Assume Alex has received and verified the email.

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2F6aefCB4Ve6Cz2lyNZkJU%2Fimage.png?alt=media&#x26;token=8891efbf-a7c2-4db0-82fc-1b2045f30069" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
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.

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2FiN4C0eDTNLG1VafbcHCT%2Fimage.png?alt=media&#x26;token=1aa520b4-f511-4bdf-8993-06a6754ba5e1" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
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.

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2FHw8lwxYTHBB4U6f0zqWu%2Fimage.png?alt=media&#x26;token=5d8b76be-5bdd-498a-bab5-a116bdec7217" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}
{% endtab %}
{% endtabs %}

***

## How to edit the profile of a Team Member or change their Role?

{% tabs %}
{% tab title="Video Tutorial" %}
{% embed url="<https://youtu.be/dzAwM_ax6M4>" %}
{% endtab %}

{% tab title="Step-by-Step Instruction" %}
This document explains how to edit the profile of a team members or change their roles in QuickReply.&#x20;

{% stepper %}
{% step %}

#### Open the Team Section to Edit a Member

From the left-hand side menu, go again to the **Team** section to manage user details.
{% endstep %}

{% step %}

#### Select a User and Open the Edit Screen

Locate the user you want to edit (for example, **Steffy**). Click the **Edit** button for that user to open the edit screen.

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2FQzJYvaloqAuuVK9ZgaM8%2Fimage.png?alt=media&#x26;token=d74ed070-0eb4-477d-a888-f28d9ee2e4f1" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Update User Details and Role

On the edit screen, you can update the **profile picture**, **name**, **phone number**, and **role** for the selected user. Note that the **email address cannot be edited**.

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2FwpBCxaoU9BTZK1xT9Z9e%2Fimage.png?alt=media&#x26;token=1d310225-8e6e-43b7-863b-40194b8061d1" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
After making the necessary changes, save your updates to modify the user’s profile and role successfully.
{% endstep %}
{% endstepper %}
{% endtab %}
{% endtabs %}

***

## How to delete a Team Member?

{% tabs %}
{% tab title="Video Tutorial" %}
{% embed url="<https://youtu.be/x8P6NCehmZw>" %}
{% endtab %}

{% tab title="Step-by-Step Instructions" %}
This document explains how to remove a team members from QuickReply.&#x20;

{% stepper %}
{% step %}

### Navigate to the Team Section

From the left-hand side menu, open the **Team** section to view the list of all team members.
{% endstep %}

{% step %}

### Delete a Team Member

Identify the specific user you want to remove from the team (for example, **Saakshay**). Open that user’s entry and click the **Delete** button to remove the user from the team.

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2FA5cA6HRi4zbVK8SKUKzi%2Fimage.png?alt=media&#x26;token=38e2b00a-70e7-4e56-aef6-cea4aa924fb4" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Confirm the deletion if prompted. Once confirmed, the user will be permanently deleted from the team.

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2FzYsAWSVBZCdM2RlPsMyu%2Fimage.png?alt=media&#x26;token=6c55198e-0217-4f07-8cb9-7d6864bbbe91" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}
{% endtab %}
{% endtabs %}