How to add, remove, and onboard team members.
Get your team into QorTrace in under 2 minutes.
Step 1 — Open the team page
Account → Team (visible only to Team and Enterprise plans).
Step 2 — Send an invite
Click + Invite teammate and provide:
- Email — they don't need an existing QorTrace account; we'll create one for them.
- Role — see Roles & permissions for the full matrix.
- Optional message — gets included in the invite email.
The invitee receives an email with a one-time link valid for 14 days.
Step 3 — They accept and set their password
The link drops them on a "Set your password" page. They:
- Pick a password (same policy as signup — 9+ chars, mixed case, special char)
- Confirm
- Land directly on
/account/quickstart
That's it — they're in.
Removing a teammate
Account → Team → click member → Remove. We:
- Revoke their session immediately
- Reassign their open audits to the team owner
- Preserve their historical activity (audit log)
- Send them a courtesy "Your access was removed" email (which you can suppress for offboarding cases)
Re-inviting someone you removed
Just re-invite them. Their historical role assignment isn't auto-restored — you'll re-pick a role on the new invite. Their old activity logs remain attributed to their original account.
Bulk invite
Got 20 teammates to onboard? Use Account → Team → Bulk invite and paste a CSV with email,role columns. We send all invites in one batch and email you the success/failure summary.
SSO-provisioned teams (Enterprise)
If you have SAML SSO + SCIM enabled, teammates auto-provision the first time they sign in via your IdP. You don't need to send manual invites — just configure group → role mappings in Account → Org → SSO. See SSO & SAML.
Communication norms
A few things we ship by default to keep teams smooth:
- New audits visible to all team members (toggle off per-audit if needed)
- Slack integration mentions the audit submitter (so the right person gets pinged)
- Weekly team digest: audits delivered, alerts fired, credits remaining
Configure these in Account → Team → Notifications.