Portal Documentation

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Users ​

Collaborate for greater impact by adding and managing people within your QualiBooth account. Users (formerly User Management) is available for all plans, although the number of allowed users depends on the subscription level. Open it from Users in the Organization group of the sidebar (admins and power users).

The page has two tabs, Users and Invitations, and an Invite user button.

Users ​

Overview: The Users tab displays all active users within an organization, along with their assigned role and, where applicable, their Agora license.

At the top, two meters show User seats (users used out of your plan's limit — everyone with access counts, including admins) and, on plans that include Agora, Agora desktop licences (licenses assigned out of those available). The number of allowed users depends on your subscription plan:

  • Standard Plan: Limited to one admin user.
  • Advanced Plan: Up to 3 users.
  • Premium Plan: Up to 10 users.
  • Enterprise Customers: No limit on the number of users.

Search and Filters ​

  • Search by Email: Use the search field to quickly locate a member by their email address.
  • Filters: Click the filter button to narrow the list by:
    • Role: Admin, Power user, or Member.
    • Access: Agora.
  • Reset Filters: Returns the view to show all users.

Agora Licensing ​

Licensing Overview: Depending on your plan, your organization has a number of Agora licenses (Advanced: 1, Premium: 3, Enterprise: custom). There is a single Agora license type. License Assignment:

  • Licenses are managed at the account level.
  • If a user belongs to multiple organizations under the same account and is assigned a license, that license will appear on the Users page of every organization the user is part of.
  • Assign or remove Agora licenses via the switch in the Agora licence column. When no seats are left, the switch is disabled and a tooltip explains that more seats need to be purchased.

Change Role ​

Click the Change role icon in a member's row to change their role within the organization, then Save role.

Remove Member ​

Click the Remove member icon in a member's row to remove them from the organization.

Inviting a User ​

Steps to invite a new member:

  1. Click Invite user (also available as Invite your team in the Overview's quick actions).
  2. Enter their email address.
  3. Choose a role: Power user (the default) or Member.
  4. Click Send invitation. They join once they accept the emailed invitation.

Invite user is disabled once your plan's user limit is reached.

Invitations ​

Overview: The Invitations tab lists all users invited to join the organization who have not yet accepted, with their role and when the invitation expires.

Management Options:

  • Delete pending invitations to stop the process.
  • Resend invites if necessary.

Roles ​

Fixed Role Definitions:

  • Admin: The organization's sole admin user is its creator. Admins have full feature access and can invite new users as either power or regular users.
  • Power user: Nearly identical to the admin in privileges, except for the inability to access Billing, thus cannot modify subscription plans or edit billing details. Power users can invite others as either power or regular users.
  • Member (previously User): Regular members lack access to Users, Billing and Settings. They cannot add a new site, delete an existing one, or restore a site that has been deleted. Can view dashboards and reports, as well as use development assistant.