ARTICLE

Team Collaboration: Invites, Roles and Assignment

Invite teammates to a project, choose Owner or Member, and give each piece of feedback an owner.

Qaid Team
TL;DR

Owners invite people from the project’s Team tab; invitations need Pro and last seven days. There are two roles, Owner and Member, and roles cannot be edited, so remove and re-invite to change one. Anyone on the team can assign feedback, one item or a batch.

A project’s team is the person who created it plus everyone they invite. Each person on the team can see all of the project’s feedback.

Invite a teammate

Pro

Invitations need Pro. On Free, Invite opens the plans instead. See Free vs Pro.

  1. Open the Team tab

    Click Invite in the project header, or open Settings and the Team tab. Only owners see the Invite button.

  2. Enter their email

    Under Invite Team Member, type the address they sign in with.

  3. Pick a role

    Choose Member or Owner. The next section explains the difference.

  4. Send it

    Click Send Invitation. They get an email with a link that works for seven days. The invitation shows under Pending Invitations with its expiry date.

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The link opens a page that names the project and the role. They click Sign In to Accept and must sign in with the invited address. With any other address they see which one the invitation was sent to. Once in, the project opens for them.

Each member is a paid seat on the subscription of the person who created the project. Seats are added and removed as people join and leave, and billed for the part of the month they were used.

Choose Owner or Member

The person who created the project is shown as Owner at the top of the Team tab. The features on their plan apply to the whole project, and they pay for its seats. Invited owners get the same controls but not the bill.

Task Owner Member
Read, assign, note and archive feedback, one at a time or in a batch Yes Yes
Build and publish quests, customize the embed, read Insights Yes Yes
Invite, revoke invitations, remove people Yes No
Save project name and domain, create API keys Yes No
Connect GitHub, Linear or Jira, and edit escalation rules Yes No
See the Integrations and Data tabs, and pending invitations Yes No
Archive a quest Yes No

Start people as Member. You can make them an owner later.

Revoke an invite or remove someone

To cancel an invitation, click the ✕ beside it under Pending Invitations, then Revoke Invitation.

To remove someone, click the ✕ beside their name, then Remove Member. They lose access at once, and their seat comes off the bill.

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You cannot resend an invitation. Sending another to the same address fails with “An invitation has already been sent to this email”, and expired ones stay in the list. Revoke the old one first, then invite again.

Change someone’s role

Roles cannot be edited. Remove the person, then invite them again with the other role.

Assign feedback

Anyone on the team can assign an item to anyone else on it, or to themselves.

  1. Pick the item

    Open it, or hover its row in the inbox.

  2. Choose the person

    Click Assign at the top of the item, or the Assign icon on the row, and pick a name. The project creator is tagged Owner. Unassign clears it.

For many items, tick their rows and use Assign in the batch bar. See Triage the inbox.

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The assignee’s face shows on the row, and Details records who assigned it and when. An assignment from the item or its row also adds a note, such as “Sam assigned this to Alex”. The assignee gets a notice on their bell, and an email if they turned those on. A batch assignment sends the notice but no email, and assigning to yourself sends neither. Notifications and email covers the settings.

Find what is yours

In the inbox, Assigned to me shows your items and Unassigned shows items with no owner. Both work on the 20 rows on screen, so page through a large inbox. The Inbox panel on your command center counts what is Assigned to you across every project.

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