Manage Users

The Manage Users section in QwikSell Administration allows administrators to add, edit, or deactivate user accounts, manage access permissions, and assign sales roles.
This ensures that every team member has the appropriate access to features within QwikSell based on their responsibilities.

Accessing Manage Users

To manage user accounts:

  • Navigate to Administration from the main navigation menu.
  • Select Manage Users from the administration grid.
  • The Users Dashboard will appear, listing all users currently in your QwikSell system.

Users Dashboard Overview

The dashboard displays all existing QwikSell users and provides quick tools for searching, filtering, and exporting.

Search and Filter Options:

  • User First Name: Search by a user’s first name.
  • User Last Name: Search by a user’s last name.
  • Status: Filter by Active, Inactive, or All user accounts.

Action Buttons:

  • Search: Applies your filter selections.
  • Export: Downloads your current user list for reporting or audit purposes.
  • New: Opens the Add User form to create a new QwikSell user.

Adding or Editing a User

Click New to create a new user account or select the pencil icon next to an existing user to make edits.
This opens the User Details page, where all account and permission settings can be adjusted.

User Details Fields

Basic Information:

  • User First Name / Last Name (Required): The name that will appear across the platform, including quotes and reports.
  • User Phone Number (Required): Primary contact number for the user.
  • User Email (Required): Used for login credentials and notifications.

Password Management

Administrators have two options for managing user passwords:

  • Send Password Reset: Sends an email allowing the user to set a new password.
  • Set Password: Manually assign a password for the user by checking the box and entering a value in the User Password field.

Note: Users must re-login after any permission or password changes for them to take effect.

Permissions and Access Control

The Permissions section defines what each user can view or edit within QwikSell.
Administrators can manually toggle permissions or click Select All to grant full access.

Common permissions include:

  • Quote Management
  • Add / Edit Quote
  • Requires Quote Approval
  • View All Quotes
  • Edit All Quotes
  • Re-open Quotes
  • Delete Quote
  • Override Pricing
  • Quote Approver
  • Customer and Site Survey Management
  • Add / Edit Customers
  • View Customers
  • Add / Edit Site Survey
  • Delete Site Survey
  • View All Prospects / Leads
  • Reporting
  • Access reporting and performance dashboards.
  • Administrative Permissions
  • Admin–Agreements
  • Admin–Categories
  • Admin–Email Templates
  • Admin–Hustle Activities
  • Admin–Lead Sources
  • Admin–Products / Services
  • Admin–Sales Goals
  • Admin–Site Settings
  • Admin–Site Survey Lookups
  • Admin–Users

You can assign any combination of these permissions to tailor each user’s access.

Role Options

At the bottom of the form, two key role toggles are available:

  • Is Sales Person: Grants access to sales-related dashboards such as Pipeline, Goals, and Hustle.
  • Active: Determines whether the user can log in and access the QwikSell platform.

Inactive users remain in the system for recordkeeping but cannot log in or appear in reporting.

Action Buttons

At the bottom of the page:

  • Save: Saves your changes and returns to the user list.
  • Save and New: Saves your changes and opens a blank form to add another user.
  • Cancel: Discards any unsaved changes.

Best Practices

  • Assign only the permissions required for each role — keep admin rights limited to prevent accidental system changes.
  • Use Send Password Reset for new users to ensure secure password setup.
  • Review user accounts quarterly to deactivate former employees or role changes.
  • Require users to re-login after any permission changes to ensure updates are applied immediately.
  • Enable “Is Sales Person” for any user who should appear in the Prospecting and Sales dashboards.