Qualified admins can add new users, customize user permissions, and deactivate users. Organize users into groups so your meeting booker can schedule time on multiple people's calendars.
If you are using Enterprise SSO for Qualified, provision and deactivate users in your identify provider, such as Okta.
Provisioning a New User
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 “email@example.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.
Configuring User Permissions
First, it’s worth detailing the two types of permission sets in Qualified as well as our custom permissions.
The Admin permission set can edit all user 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.
The Rep permission set can view and message website visitors routed to them, access dashboards and reports, and connect their calendar, shortcuts and personal connections. Reps will only be able to see visitors routed to them (as set up by their Qualified admin), but 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.
In some instances, you may want to alter individual permissions for a user. To do so:
1. As an Admin, navigate to the “Users” 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 individual permissions. Note that clicking “Grant edit rights for all team settings” will turn on all permissions below, granting users permissions similar to an Admin.
Deactivating a User
Deactivate users from your Qualified account when they no longer need a license. This will remove any connections they set up within Qualified, including their calendar and Salesforce, and immediately log them out of Qualified.
Here's how to deactivate a user:
- Log into your admin account.
- Click the Settings icon.
- Click Users.
- Find the user you want to update, and click the More Options icon on the right.
- Select Deactivate.