Quincer
Account
Team & roles
Invite your sales, support, and marketing teammates. Each person gets a role that controls what they can see and change. Meeting-routing rules point at specific teammates by default.
Invite a teammate
- Open Team in the dashboard sidebar.
- Click + Invite.
- Enter one or more email addresses (comma-separated) and pick a role.
- Optional: assign territories or personas right now, or do it later.
- Click Send invite. They'll get an email with a one-click accept link.
Roles
| Role | Can do |
|---|---|
| Owner | Everything, including billing, deleting the workspace, and transferring ownership. There's always exactly one owner. |
| Admin | Everything except billing and ownership transfer. Can invite, remove, and change roles for anyone below owner. |
| Editor | Configure personas, knowledge base, integrations, playbook. Cannot invite or change roles. |
| Agent | Use the inbox (live chat, notes), view conversations and leads, receive routed meetings. Cannot change configuration. |
| Viewer | Read-only access to conversations, leads, and analytics. No writes anywhere. |
Territories
Territories are how meeting routing decides which teammate to assign. Open Playbook → Routing to set them up. A territory is a named bundle of rules like:
- Country is US or Canada
- Company size > 500 employees
- Industry is SaaS or Fintech
Assign one or more teammates to each territory. Within a territory, Quincer round-robins and skips anyone OOO.
Availability & OOO
Each teammate can set their working hours and OOO windows from Settings → My availability. Quincer skips anyone outside their hours or on OOO when routing meetings.
Seats & plans
| Plan | Seats |
|---|---|
| Free | 1 |
| Starter | 3 |
| Growth | 10 |
| Scale | Unlimited (contact sales) |
Viewers don't count against the seat cap. Adding a seat beyond your plan limit triggers a billing prompt to upgrade.
Removing access
- Open Team.
- Click the three-dot menu next to the teammate and pick Remove.
- Quincer revokes their session immediately and unassigns them from any routing rules. Their past actions remain on record.
Transferring ownership
Only the current owner can do this. Open Settings → Workspace → Transfer ownership, pick an admin, and confirm. You're demoted to admin immediately; the new owner inherits all billing authority.