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Managing Users in Your Account

Understanding different User Roles, Inviting New Users, and Changing User Role Types

Three Different User Roles

  • Lite

    • View-only role with access to a limited number of Dashboards and free content,

    • Cannot create nor Dashboards/Lists,

    • Cannot download nor export data,

    • Unlimited Lite Users are allowed for every account.

      To add a Lite user, invite a Standard user in the People section of your MyQS home page

  • Pro

    • Paid Seat; access level dependent on your subscription agreement,

    • Can create/edit Dashboards and Custom Peer Lists,

    • May be allowed to download/export depending on subscription.

      To grant a user full access to a product/ dataset, please add them in each Product from the Subscriptions section.

  • Admin

    • Paid Seat,

    • All Pro permissions (see above),

    • Additionally full user management capabilities (i.e. invite Users, remove Users, change roles of Users),

    • Can manage the Master Peer List.

      In order for a user to have Admin rights, they need to be an Admin in the People section, and to be granted access to each datasets in the Subscriptions section.


Change a User’s Role (upgrade/downgrade) and Remove Users

After you add a user, you can add/ remove Admin rights or delete the user from the user list in People and from each product in Subscriptions

At account level:

At product/ dataset level

Note: Upgrading to Pro/Admin requires an available paid seat in your subscription.


Important Notes

  • The number of Admin/Pro Seats are based on your subscription agreement. If no remaining Admin/Pro Seats are available, you can either:

    • Downgrade or remove an existing Admin/Pro User to make a Seat available

    • To add more Admin/Pro Seats, get in touch with your QS Analytics Account Sales Manager to get next steps on buying more.

  • Role changes are immediate; Users may need to refresh or log out/in to see updates.

  • Invitation emails can go to spam — ask invited Users to check spam/junk folders.

  • Ensure there is always at least one Admin on the account.


Troubleshooting

  • "I can’t see the People and Subscriptions sections" - this is likely because you are not an Admin. Ask an existing Admin to change your role.

  • "I have received my activation email"

    • Confirm the email address is correct

    • First check spam or junk folder

    • Ask your Admin to resend the invite from Manage Users if needed.

    • Contact your Customer Success Manager if issue persists.

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