User seats in Qualified should be configured for people who will chatting with visitors such as your BDR's, SDR's, or AE's, booking meetings with visitors, and configuring experiences such as those people on your marketing team. Each Qualified contract denotes a set number of user seats. If you're not sure how many you have in your contract, contact your Account Executive with Qualified, your Customer Success Manager, or our technical support team.
In this guide we'll walk you through creating new users within Qualified and setting their correct role.
To get started, you'll want to login as an Administrator and navigate to Settings > Organization >Teammates to create your new Qualified users. Send them their invite by entering their email address and pressing "Invite."
Once you've sent the invite your new user will receive an email asking them to login to Qualified. Have your users follow the instructions in the email to login and set their password and set up their user profile. Users can access Qualified going forward using their credentials by logging in at qualified.com/sign-in.
When you create new users you can also assign them a specific role within Qualified: Rep or Administrator.
To set a user role for a specific team member navigate to Settings > Organization > Teammates and use the drop down menu on the right hand side to select their role.
In most cases you will want to assign your sales team to the "Rep" role which will allow for them to:
If you give someone administrator access this will allow for them to:
Administrators in Qualified can create new users at any time giving them their own roles including adding more administrators or reps. If you're unsure how many seats you have within your contract, contact your Qualified Account Executive, Customer Success Manager, or our Technical Support team. Once users are created they can be deactivated at any time and can login using their credentials by logging in at qualified.com/sign-in.