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Inviting users

Only users with Admin access can invite users in QAlity. Invitations are managed from the Users module, which is visible only to Admins.

See User access levels for role definitions and the FAQ for common collaboration questions.

note

If you cannot see the Users module, your account likely does not have Admin access.

1
Sign in

Sign in to your QAlity workspace.

2
Open administration

Open the workspace administration area.

3
Go to Users

Go to the Users module. From here Admins can invite users, track invite status, and manage access.

Inviting users manuallyInviting users manually

Use manual invites when adding a small number of users.

1
Open Users

Open the Users module.

2
Start a new invite

Start a new user invite.

3
Enter user details

Fill in:

First name
The invitee's first name.
Last name
The invitee's last name.
Email
The invitee's email address.
4
Submit

Submit the invitation. QAlity notifies the user by email and in the in-app notification bar.

Inviting users in bulk via CSVInviting users in bulk via CSV

Use CSV upload when onboarding multiple users at once.

1
Prepare the CSV

Create a CSV with columns First Name, Last Name, and Username (email).

2
Open Users

Open the Users module and choose the bulk upload option.

3
Upload and confirm

Upload the CSV, review the parsed rows, and confirm.

4
Invites sent

Invite emails and in-app notifications are sent to the users listed in the sheet.

warning

Ensure email addresses are valid before upload. Invalid or incorrect addresses can prevent users from receiving invites.

Inviting someone who already belongs to another workplaceInviting someone who already belongs to another workplace

You can invite a user who already has a QAlity account in a different workplace — whether they are a Member or an Admin of that other workplace.

When invited, the user is notified in both places:

Email
They receive an invite email for the new workplace.
Notification bar
They also see the invite in their in-app notification bar.

What happens when they acceptWhat happens when they accept

Accepting moves the user into the new workplace. They leave their previous workplace.

Member accepting
The user is removed from their previous workplace and joins the new workplace.
Admin accepting
The admin is removed from their previous workplace and joins the new workplace. All other users in that previous workplace are also deleted.
Critical: inviting an Admin from another workplace

If the invited person is an Admin of another workplace and they accept, every user in that previous workplace is deleted, and the Admin moves to your workplace. Confirm this is intentional before inviting an Admin from another company.

One workplace at a time

A user belongs to one workplace at a time. Accepting an invite to a new workplace removes them from the previous one. They cannot stay in both.

After the inviteAfter the invite

Once invited:

Notifications
The user gets an invite email and an in-app notification.
Accept
New users complete signup from the invite. Existing users accept from email or the notification bar.
Pending
Until accepted, the invite stays pending in the Users module.
After accept
The user appears as a member of the inviting workplace and can be managed from Users.

TipsTips

Manual vs CSV
Use manual invites for small additions and CSV for larger batches.
Existing users
Warn teammates before inviting someone who already has an account elsewhere — accepting transfers them.
Admins
Never invite another workplace’s Admin unless you intend to dissolve that workplace’s user list.
Pending
Review pending invites regularly and resend or correct them when needed.
tip

For next steps after invitation, see Managing users and User access levels.