Manage Users

Overview

The Manage Users section in ContractQ allows you to control who has access to your account and what they can do within the system. From here, you can add new team members, subcontractors, and office staff, as well as define their roles and permissions to align with your business structure.

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To begin, click the Gear Icon > Settings in the top-right corner of your screen. (Admin access required.)

Add Team Members

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Bring your crew into Contract-Q to stay connected, coordinated, and in control. Adding your team ensures that everyone—whether they’re in the office or out in the field—is working from the same playbook.

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To get started, go to Settings and click on Manage Users. From there, you can invite new users by emailand assign their license type:

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• Full License: Grants access to all available features, with customizable     user permissions to control what each team member can view or edit. Ideal     for office staff, sales, or project managers.
• Subcontractor License: Designed for limited access—subs can view their schedules, upload job photos, and add notes, helping keep your projects documented     and everyone in sync without giving access to sensitive business info.

Once invited, users will receive an email with instructions to create their password and log in. You’ll beconnected and ready to roll in minutes.

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Manage User Status: Active vs. Inactive

In User Settings, there are two status options for each user: Active and Inactive.

• Active: The user has full access to the system based on their assigned permissions.
• Inactive: The user’s access to the system is suspended. They can no longer log in or use any features within ContractQ.

Important: Even when a user is marked as Inactive, their license is still counted toward your billing. This is typically used for temporary situations, such as:

• Employee suspension
• Leave of absence
• Internal investigation

This allows you to maintain their account history without deleting the user or losing their data

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Managing Users: Admin Options

As an Admin, you have full control over managing user accounts within your system. These actions help you keep your team’s information accurate and access properly controlled.

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Available Actions:

• Edit: Update a user's name, role, or phone number to keep their profile current and accurate.
• Reset Password: Send a password reset email if the user is having trouble accessing their account.
• Resend Invite: Resend the invitation email for users who have not yet accepted their invite.
• Delete: Permanently remove the user from your account. This action cannot be undone.

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Manage Access and Keep User Information Current

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These tools help ensure your user records are up to date and your team has the appropriate access at all times.

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