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User Permissions in Qualified

As a Qualified admin, you have the ability to add new users, customize user permissions and deactivate users from your team in Qualified.

After this article, you’ll be able to:

1. Provision a new user in Qualified, triggering an email to create an account.

2. Configure a user as an Admin, Rep or with custom permissions.

3. Deactivate an inactive user, freeing up a Qualified seat.

Note: If you are using Enterprise SSO for Qualified, you may provision and deactivate users in your SSO tool, such as Okta.

Provisioning A New User

1. As an Admin, navigate to the “Teammates” 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.

4. Users will then want to set up their profile including photo and time zone, connect their calendar, enter their personal meeting invite link and finish setting up their account.

Screenshot showing how to invite a new individual to your team.

Configuring a User’s Permissions

First, it’s worth detailing the two types of permission sets in Qualified as well as our custom permissions.

Qualified Permission Sets:

Admin: Can edit all team settings and make any changes to their Qualified instance. This role is designed for Salesforce administrators, demand gen experts or CMOs.

If multiple admins exist in your Qualified instance, there may be times you will want to change settings at the same time. Note that only one admin can make changes to admin settings such as routing or integrations at a time. If there are two people logged in, a red banner will show allowing one user to take admin access. This, however, does not apply to experiences. Qualified will lock each experience separately, so you could have one admin update routing, another edit an experience and a third admin edit a separate experience.

Rep: Can view and message website visitors routed to them, view dashboards and reports and connect their calendar, shortcuts and personal connections. Note that reps will only be able to see visitors routed to them (as set up by their Administrator) however, they can show other reps calendars for booking meetings as well as pass chats to other available reps.

The table below shows the standard permissions assigned with each permission set.
Chart showing the default permissions included in the Rep and Admin permission sets.

In some instances, you may want to customize individual permissions for an individual user. To do so:

1. As an Admin, navigate to the “Teammates” section of the Qualified app.

2. Select the user you’d like to customize and select “Custom” from the role dropdown.

3. Use the pencil icon to edit their permissions one-by-one. Note that by clicking “Grant edit rights for all team settings” will turn on all permissions below, giving them permissions similar to an Admin.

Screenshot of the individual permissions dialog box, allowing admins to edit permissions one-by-one.

Deactivating a User

If a user leaves your company or no longer needs to use Qualified, you can deactivate the user. Deactivating the user will log them out immediately and remove any personal connections including their calendar or Salesforce.

Note: Only admins have the ability to deactivate users and once a user has been deactivated, a user cannot be reactivated.

1. As an Admin, navigate to the “Teammates” section of the Qualified app.

2. Select the three dot icon next to the user you’d like to deactivate and click “Deactivate”.

Image showing how to deactivate a user in the teammates section of the Qualified app.

Still Have Questions?

If you have any questions, feel free to chat with us using the Qualified app on this page or reach out to the Qualified technical support team.

Last Reviewed:
9/29/2021

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