The Users section lets you manage people across your qbiq account. Each user’s role determines their available actions.
How to Access Users
Open the dropdown menu in the top-left corner of qbiqPlan.
Select Admin.
Select Users if it is not already open.
User Roles and Permissions
Admin
Admins have the highest level of account control. They can:
Invite users and manage their access.
Assign or revoke Team Manager roles.
Oversee all workspaces, teams, and project submissions.
Note: Admin accounts cannot be edited, reassigned, or deactivated through user management. Contact qbiq support for changes.
Team Manager
Team Managers can:
Create and manage teams.
Assign users to teams and workspaces.
Create workspaces.
User
Users can:
Create and submit projects.
Access and work within assigned workspaces.
They cannot configure users, teams, or workspaces.
Analyst
Analysts have read-only access. They can:
Access assigned workspaces.
Download reports, files, and rendered outputs.
They cannot submit projects or manage user settings.
User Information
The Users table includes:
Full Name: The user’s name.
Email Address: The email associated with their account.
Role: Admin, Team Manager, User, or Analyst.
Team: Their team assignment.
Project Visibility: Their level of access to company projects.
Units Used: The qbiq credits used by the user.
Status: Active, Pending, or Deactivated.
Last Active: Their most recent login date.
User statuses indicate:
Active: The user has access to qbiq.
Pending: The user has been invited but has not accepted.
Deactivated: The user’s access has been suspended.
How to Invite a User
Important: You must be an Admin to invite users.
Click Invite Users.
Enter the user’s Full Name and Email Address.
Select their Role.
If teams already exist, assign the user to the appropriate team or teams.
Under Projects Visibility, select their level of project access.
Click Send Invite.
The user will receive an email invitation to confirm their account.
Note: You can manage team assignments and workspace access through Teams.
User Management and Actions
Find and Export Users
Search: Find users by keyword.
Filter: Narrow results by Team, Role, or Status.
Download CSV: Export the users table.
Resend an Invitation
For a user with Pending status:
Click the three-dot menu (⋮) in their row.
Select Resend Invite.
The user will receive a new invitation email.
Edit a User
For an active user:
Click the three-dot menu (⋮) in their row.
Select Edit.
Update their profile or permissions and save your changes.
Use Teams to change team assignments
Deactivate a User
Click the three-dot menu (⋮) in the active user’s row.
Select Deactivate.
Click Confirm.
Deactivation immediately removes access to qbiq. The user remains visible so you can track their previous project activity.
Note: Deactivated users can be reactivated. The restrictions on Admin accounts still apply.
