Invite users and organize teams

Invite a teammate

1. 1Open Admin, then Users.
2. 2Enter the teammate's name and email.
3. 3Choose the primary role and any additional assignments your dealer uses.
4. 4Assign territories and team membership.
5. 5Send the invitation and confirm the user appears in the roster.

Edit existing access

Open a user to change roles, territories, or team membership. QuoteDeck preserves secondary assignments unless you intentionally clear them.

• Use active status to control ongoing access.
• Review territory assignments when a rep changes teams.
• Keep account-owner access limited to the people responsible for subscription and dealer-wide administration.

Seats and invitations

Available seats depend on the subscription. If an invitation cannot be added, review the current seat count in Billing before changing the user's role or retrying.