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Invite the user to the workspace

1. Access Workspace User Settings​

- Log in as the Workspace Admin.

- Navigate to Workspace Settings → select Users.

2. Begin the User Invitation Process​

- On the Users screen, click “Invite User.”

3. Fill in the Invitation Details​

- The “Invite New User” window will appear.

- Enter the user’s email and password.

  • You may click “Generate” to automatically create a password.

- After completing the required fields, click “Continue.”

4. Confirm the User’s Email​

- The system will display a “Confirm email information” screen.

- Verify the email is correct and click “Confirm.”

Possible Outcomes:​

  • If the user already exists on Quapp: → The system displays: “User already exists.”

  • If the user does not exist on Quapp: → The system creates a new account and displays: “Account created successfully.” → An email will be sent to the user containing:

    • Their login email
    • Their password
    • The login link

5. Select a Payment Plan​

After confirming the email, the system will display the Select Payment Plan screen. The Workspace Admin can choose one of the following:

Option A: Credit Card​

  • Purchase a Premium plan on behalf of the user.

Option B: Bank Transfer (Contract)​

  • Send a request to the System Admin to issue a contract for the user.

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Option A: If “Credit Card” Is Selected

6. Confirm Trial Activation​

The system shows a “Confirm trial activation” modal containing:

  • Email
  • Selected plan
  • Default payment method

→ Click “Activate trial.”

7. Complete the Invitation​

  • The system processes the Premium payment.
  • The “Invitation Successful!” modal appears.
  • Click “Back to User List.”

A new user with status: Invited will now appear in the user list.

Option B: If “Bank Transfer (Contract)” Is Selected

6. Contact Support​

  • The system displays a “Contact Support for Contract” modal with support contact information. => Please contact us via email for support.
  • Click “I understand” to finish the process.