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.

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.