User Management Process in Qry's Dashboard

This guide provides a comprehensive walkthrough on how to add users within Qry's dashboard. You'll learn how to assign roles such as team admin, team analyst, and user, and how to import users using a CSV file for bulk additions.

Step 1

Adding users in Qry's dashboard is straightforward. Navigate to the Users tab, click on Add User, select the appropriate team, and assign a role to the user—options include team admin, team analyst, or user.

Step 2

Understand the different roles:

• A team admin has full access and can grant permissions to team members.
• A team analyst can view team analytics.
• The user role is typically for general users or agents.

Step 3

Enter the email address of the user. Press Enter, and then click Add to proceed.

Step 4

You also have the option to add users in bulk by importing a CSV file.