As a Qualified admin, create accounts for individuals who will chat with visitors, need meetings booked, or access Qualified for reports and dashboards. You'll also want to ensure that other admins responsible for configuring experiences have access to Qualified.
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 at Qualified, your Qualified Success Architect, or our technical support team.
In this article, we'll walk you through creating new users within Qualified and setting their correct role.
Provisioning a New User
If you've already configured SSO in your Qualified account, you can provision Qualified users via Okta, Azure AD, or OneLogin.
1. As an Admin, navigate to the “Users” section of the Qualified app.
2. Add the user’s email address to the prompt at the top and click invite.
3. They will receive an email from “invite@qualified.com” and should click the “Join Now” button at the bottom of that email. Users will then be able to sign in using the Qualified sign in link.
4. Users will then want to set up their profile, including photo and time zone, as well as connect their calendar, enter their personal meeting invite link, and finish setting up their account.
Configuring a User's Permissions
When you create new users, you can also assign them a specific role within Qualified: Rep or Administrator. You can also configure custom permissions. Additional information about the standard permissions associated with each role and the custom permissions available can be found in this article.
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