Quotion

Team Management

Manage your team's access to your Quotion site.

Member Roles

  • Manager: Owns the site. Can transfer ownership to another active member.
  • Editor: Edits site design, connects domains, sets passwords/webhooks, etc.
  • Viewer: Views posts, analytics data, and team members.

Invite Team Members

  • Navigate to Site -> Team in your Dashboard.
  • Select Invite button to pop up the modal.
  • Enter the invitee's email address.
  • Select the role for the invitee.
  • Select Invite to send the invitation.

Invite Team Member

Invitation Email

Invited members receive an email with a join link.

Invitation Email

Accepting the invitation sets the member status to active. Declining sets it to declined.

Transfer Ownership

Site managers can transfer ownership to another active member.

  • Navigate to Site -> Team in your Dashboard.
  • Select Transfer button to pop up the modal.
  • Select the member to transfer ownership to in the modal.
  • Optionally, check Remove me to leave the site after transfer.
  • Select Transfer to confirm.

Transfer Ownership

Subscription will not transfer

The manager's subscription is not automatically transferred to the new manager. The new manager must subscribe to a Pro plan to manage team members.

FAQs

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