Overview:   Manager Users 

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.‍

Go To User Settings

To Begin, click the Gear Icon on the upper right and go to Settings

Then when in Settings, choose Users and Permissions and then Manage users

Add Team Members

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.‍

From here you can invite new users by email and assign their license type: 

• 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, the team member will receive an email with instructions to create their password and log in. 

Manage Existing Team Members

By clicking on the three dots to the far right of their name, admins have the ability to: 

• 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.

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 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 

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