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Managing Users in HeadQ

You can invite your colleagues to HeadQ and decide what each of them can access by giving them a permission role. You can change a user's role at any time, and remove users who no longer need access.

Where: Settings → Users

1. Users list

The Users view lists everyone in your HeadQ account, along with their permission role and status.

  • New User — opens the Invite user window.
  • Clicking a user opens their details, where you can change their role.
  • The ⋮ menu next to a user gives further actions (e.g. remove).

2. Inviting new users

  1. Go to Settings → Users.
  2. Click New User. The Invite user window opens.
  3. In Email addresses, type the email address of the person you want to invite. To invite several people at once, press Enter after each address or separate the addresses with commas.
  4. Choose a Permission role from the dropdown (see below). The role applies to everyone you invite in this window.
  5. Send the invitation. Each person receives an email invitation to join HeadQ.

Tip: If you want to invite people with different roles, invite them in separate batches — for example, first everyone who needs the User role, then everyone who needs the Sales role. You can also change a role afterwards (see section 4).

3. Permission roles

The permission role decides which parts of HeadQ a user can see.

Role What the user can see What the user can do
User Everything in HeadQ Full access — can view and edit everything, including settings and other users' roles
Sales Only the Sales and Contacts menus — all other menus are hidden Can do everything within the Sales and Contacts menus

Which role should I choose?

  • Choose User for people who manage your products, pricing, Storefront or account settings — for example product managers, marketing or administrators.
  • Choose Sales for people who only need to work with customers, quotes and orders — for example sales representatives or customer service. They get everything they need for their daily work, without the rest of HeadQ getting in the way.

New invitations use the User role by default, so remember to switch it to Sales when needed.

4. Changing a user's role

  1. Go to Settings → Users.
  2. Click the user whose role you want to change.
  3. Select the new role from the Permission role dropdown.
  4. Click Save.

Note: Only users with the User role can change roles. Users with the Sales role can't change their own role or anyone else's.

5. Removing users

  1. Go to Settings → Users.
  2. Find the user you want to remove.
  3. Click the ⋮ (three dots) next to the user's name.
  4. Choose Remove.

The user loses access to HeadQ immediately.