You add users in Quanda under Settings / Users with the Create a new User button: you fill in the email address, password and role and save. Each user gets their own login to the account. Only a user with the Admin role can add, edit and delete users.
How to add a user
- Click the three dots / Settings / Users.
- Click Create a new User.
- Fill in the Email address the user will log in with, and their first and last name.
- Enter the password in the Password and Repeat your password fields.
- In the Role field, choose Admin, Manager, Project manager or Seller. What each role can do is described in User roles.
- Click Save and Close, or Save and Add new when adding several users at once.
In the form you can also fill in phone numbers, addresses, work position, email signature and a note. The number of users depends on the plan: Standard includes 5 users, Professional 10 and Enterprise 45, see How can I change my plan?
What you see in the user list
The table under Settings / Users shows the login email, name, cellphone, role, email and domain verification for each user, and the 2FA column showing whether they have two-factor authentication turned on. Clicking the email in the Login column opens the user for editing, for example to change the role or the password. The Verify link sends the user an email to verify the address.
How to share projects between users
A Project manager and a Seller only see the projects on their overview, that is email campaigns, surveys and forms, that they created or to which another user added them. You add a colleague to a project in the project settings in the Co-workers field. The project then shows on their overview and they can edit and save it.
How to delete a user
In the user list, click Delete in the Actions column. Before the deletion, Quanda asks you to transfer all the user's projects to another user. That way no project the user created is lost.
Do you have questions? We will be happy to answer them. Just contact our customer support at +420 605 163 892, e-mail: support@onquanda.com.
Frequently asked questions
Only a user with the Admin role adds, edits and deletes users. The other roles, that is Manager, Project manager and Seller, cannot manage users.
Click the three dots, Settings, Users and Create a new User. Fill in the email address, password, repeated password and role and click Save and Close. The user then logs in with this email and password.
It depends on the plan: Standard includes 5 users, Professional 10 and Enterprise 45. If you need more users, request a plan change.
In the project settings, select the colleague in the Co-workers field. The project then shows on their overview and they can edit and save it, even with the Project manager or Seller role.
Before deleting a user, Quanda asks you to transfer their projects to another user. That way no campaign, survey or form is lost.