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User invitation and management

  • I've invited a staff as a client (or vice versa) - Can I change their role?
  • Can I import all my clients in one go?
  • I entered an incorrect email / phone number in an invitation. What should I do?
  • How do Client Teams (previously Contact books) work? (relationship between users & contact books)
  • Can I have a spreadsheet with the status of all users? (CSV download of users)
  • An invitation bounced. What does that mean?
  • I'm a SJP practice, how do I get Qwil?
  • Can I use the same email for two users?
  • Invitations settings
  • Why do I need to provide a secure phone number?
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