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Reference","\u002Fen\u002Fdevelopers\u002Fapi-reference","en\u002F03.developers\u002F03.api-reference","i-prime-server",{"title":744,"path":745,"stem":746,"icon":6},"Examples","\u002Fen\u002Fdevelopers\u002Fexamples","en\u002F03.developers\u002F04.examples",{"id":748,"title":474,"body":749,"description":1498,"extension":1499,"links":1500,"meta":1501,"navigation":1508,"path":475,"seo":1509,"stem":476,"__hash__":1510},"docs_en\u002Fen\u002F01.guides\u002F12.settings\u002F01.organization\u002F03.accounts\u002Findex.md",{"type":750,"value":751,"toc":1473},"minimark",[752,764,779,790,795,798,837,842,862,866,869,935,952,956,963,968,978,1011,1022,1040,1047,1050,1069,1079,1083,1110,1116,1120,1126,1140,1147,1150,1154,1167,1189,1197,1201,1213,1270,1274,1284,1288,1297,1300,1304,1307,1318,1332,1338,1351,1355,1385,1389,1393,1417,1421,1430,1434,1444,1448,1454,1458,1464],[753,754,755,756,759,760,763],"p",{},"The ",[757,758,474],"strong",{}," page is where you manage the team members who can log in and work inside your Requiply organization. Each account represents one person with their own login, and each account belongs to exactly one ",[757,761,762],{},"permission group"," that decides what they can see and do.",[753,765,766,767,770,771,778],{},"You can find this page under ",[757,768,769],{},"Settings → Organization → Accounts",", or open it directly at ",[772,773,777],"a",{"href":774,"rel":775},"https:\u002F\u002Fapp.requiply.com\u002Fsettings\u002Forg\u002Faccounts\u002F",[776],"nofollow","app.requiply.com\u002Fsettings\u002Forg\u002Faccounts\u002F",".",[780,781,782,785,786,789],"warning",{},[757,783,784],{},"Administrators only."," Only members of the ",[757,787,788],{},"Administrators"," group can view and manage accounts and groups.",[791,792,794],"h2",{"id":793},"the-two-tabs","The two tabs",[753,796,797],{},"The page has two tabs, and they answer two different questions.",[799,800,801,814],"table",{},[802,803,804],"thead",{},[805,806,807,811],"tr",{},[808,809,810],"th",{},"Tab",[808,812,813],{},"Answers",[815,816,817,827],"tbody",{},[805,818,819,824],{},[820,821,822],"td",{},[757,823,474],{},[820,825,826],{},"Who can sign in to this organization.",[805,828,829,834],{},[820,830,831],{},[757,832,833],{},"Account groups",[820,835,836],{},"What each of those people is allowed to do.",[753,838,839,840,778],{},"Permissions are not set on a person. They are set on a group, and the person inherits them by being in it. Change a group and every member of it changes with it. See ",[772,841,480],{"href":481},[843,844,845,850],"figure",{},[846,847],"img",{"src":848,"alt":849},"\u002Fassets\u002Fsettings\u002Forg\u002Faccounts\u002Faccounts-table.png","The Accounts tab: a search box, an Add Account button, and a table listing each account with its avatar, name, email, group tag, joined date, and an actions button",[851,852,853],"figcaption",{},[753,854,755,855,857,858,861],{},[757,856,474],{}," tab. The ",[757,859,860],{},"Group"," column carries a shield icon for the Administrators group and a users icon for every other group.",[791,863,865],{"id":864},"the-accounts-tab","The Accounts tab",[753,867,868],{},"A searchable, sortable, paginated table with one row per account.",[799,870,871,881],{},[802,872,873],{},[805,874,875,878],{},[808,876,877],{},"Column",[808,879,880],{},"What it shows",[815,882,883,897,907,916,926],{},[805,884,885,890],{},[820,886,887],{},[757,888,889],{},"Name",[820,891,892,893,896],{},"Avatar and full name. A dot on the avatar marks your own account. An account that has not accepted its invitation yet shows its email in place of the name, plus an ",[757,894,895],{},"Invitation pending"," tag.",[805,898,899,904],{},[820,900,901],{},[757,902,903],{},"Email",[820,905,906],{},"The address used to sign in and to receive notifications.",[805,908,909,913],{},[820,910,911],{},[757,912,860],{},[820,914,915],{},"The permission group the account belongs to, as a tag.",[805,917,918,923],{},[820,919,920],{},[757,921,922],{},"Joined",[820,924,925],{},"When the person accepted their invitation.",[805,927,928,932],{},[820,929,930],{},[757,931,385],{},[820,933,934],{},"Per-row menu: edit the account, resend or copy the invitation while it is pending, or delete the account.",[753,936,755,937,940,941,944,945,948,949,778],{},[757,938,939],{},"search box"," filters across name, email, and group name at once. The footer summarizes how many of your purchased account slots are in use, with an ",[757,942,943],{},"Adjust billing"," link that opens ",[757,946,947],{},"Choose your plan"," on ",[772,950,519],{"href":951},"\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Fbilling#changing-the-plan-or-the-number-of-accounts",[791,953,955],{"id":954},"inviting-a-team-member","Inviting a team member",[753,957,958,959,962],{},"Click ",[757,960,961],{},"Add Account",". What happens next depends on how many account slots your plan has free.",[964,965,967],"h3",{"id":966},"you-have-a-free-slot","You have a free slot",[753,969,755,970,973,974],{},[757,971,972],{},"Invite a team member"," dialog opens. ",[975,976,977],"em",{},"We'll email an invitation link. The person sets their own password, name and photo when they accept.",[799,979,980,990],{},[802,981,982],{},[805,983,984,987],{},[808,985,986],{},"Field",[808,988,989],{},"Notes",[815,991,992,1001],{},[805,993,994,998],{},[820,995,996],{},[757,997,903],{},[820,999,1000],{},"Required. The address the invitation is sent to and that the person will sign in with. It must not already belong to a Requiply account.",[805,1002,1003,1008],{},[820,1004,1005],{},[757,1006,1007],{},"Permission group",[820,1009,1010],{},"Required. The group the person joins, and therefore the permissions they get. The dialog defaults to the first non-administrator group.",[753,1012,1013,1014,1017,1018,1021],{},"Under the group selector, a ",[757,1015,1016],{},"summary of that group's permissions"," is shown, so you can see what you are granting before you send anything. A ",[757,1019,1020],{},"Manage account groups"," link jumps to the Groups tab if none of the existing groups fit.",[753,1023,1024,1027,1028,1031,1032,1035,1036,1039],{},[757,1025,1026],{},"Send invitation"," creates the account, reserves its slot, and emails the person an invitation from Requiply, written in your organization's language, with an ",[757,1029,1030],{},"Accept invitation"," button. The dialog then confirms ",[757,1033,1034],{},"Invitation sent"," and also shows the ",[757,1037,1038],{},"invitation link"," with a copy button, in case you prefer to send it yourself over chat.",[753,1041,1042,1043,1046],{},"If the email could not be delivered, the dialog reads ",[757,1044,1045],{},"Invitation created"," instead and asks you to share the link directly. The account exists either way.",[753,1048,1049],{},"Possible errors:",[1051,1052,1053,1059,1064],"ul",{},[1054,1055,1056],"li",{},[975,1057,1058],{},"An account with this email already exists.",[1054,1060,1061],{},[975,1062,1063],{},"Invalid email address.",[1054,1065,1066],{},[975,1067,1068],{},"All accounts included in your plan are in use. Adjust billing to add more.",[1070,1071,1072,1075,1076,778],"note",{},[757,1073,1074],{},"Using Binotel?"," Invite each person with the same email they use as an employee in Binotel. Requiply finds their Binotel line by email, and without a match they cannot call clients from Requiply. See ",[772,1077,235],{"href":1078},"\u002Fen\u002Fguides\u002Fclients\u002Fcalls#calling-from-requiply",[964,1080,1082],{"id":1081},"what-the-invited-person-sees","What the invited person sees",[753,1084,1085,1086,1089,1090,1093,1094,1097,1098,1101,1102,1105,1106,1109],{},"The link opens ",[757,1087,1088],{},"Set up your account"," with the note ",[975,1091,1092],{},"\"You've been invited to join {organization} on Requiply\"",". The person enters their ",[757,1095,1096],{},"first and last name",", chooses a ",[757,1099,1100],{},"password"," (at least 8 characters, entered twice), optionally uploads an ",[757,1103,1104],{},"avatar",", and clicks ",[757,1107,1108],{},"Finish setup"," to land in the app with the permissions of the group you picked.",[753,1111,1112,1113],{},"Until setup is finished, the invitation stays pending and any attempt to open the app with that account is redirected to the setup page. An expired or already-used link shows ",[975,1114,1115],{},"\"This invitation link is invalid or has expired. Ask your organization admin to send you a new invitation.\"",[964,1117,1119],{"id":1118},"pending-invitations","Pending invitations",[753,1121,1122,1123,1125],{},"While an invitation is pending, its row carries the ",[757,1124,895],{}," tag and its actions menu gains two extra entries:",[1051,1127,1128,1134],{},[1054,1129,1130,1133],{},[757,1131,1132],{},"Copy link"," generates a fresh invitation link and copies it to the clipboard.",[1054,1135,1136,1139],{},[757,1137,1138],{},"Resend invite"," generates a fresh link and emails it again.",[780,1141,1142,1143,1146],{},"Each new link ",[757,1144,1145],{},"invalidates the previous one",". If you copy a link and then resend the email, the copied link stops working. Share only the latest.",[753,1148,1149],{},"A pending account can already be edited to change its group. The name fields are replaced by a note that the person will set their own name when they accept.",[964,1151,1153],{"id":1152},"youve-used-all-your-slots","You've used all your slots",[753,1155,1156,1157,1160,1161,1163,1164,1166],{},"The button shows the price for one additional account (for example, ",[757,1158,1159],{},"Add Account (+€7\u002Fmo)","). Clicking it opens ",[757,1162,947],{},", the same page as ",[757,1165,943],{},":",[1168,1169,1170,1176,1186],"ol",{},[1054,1171,1172,1173,1175],{},"Raise ",[757,1174,474],{}," on your current plan card.",[1054,1177,958,1178,1181,1182,1185],{},[757,1179,1180],{},"Change plan"," and confirm in the ",[757,1183,1184],{},"Confirm plan change"," dialog.",[1054,1187,1188],{},"Paddle charges the prorated amount for the rest of the current billing period immediately, and the new slot is available right away.",[753,1190,1191,1192,1194,1195,778],{},"Return to ",[757,1193,474],{}," and invite the person. The full flow, including what the dialog shows, is described under ",[772,1196,519],{"href":951},[964,1198,1200],{"id":1199},"youve-reached-your-tiers-maximum","You've reached your tier's maximum",[753,1202,1203,1204,1206,1207,1212],{},"Once you hit the account cap of your tier, adding accounts means moving to a bigger plan. Click ",[757,1205,943],{},", choose a plan that allows more accounts, and confirm. See the public ",[772,1208,1211],{"href":1209,"rel":1210},"https:\u002F\u002Frequiply.com\u002Fpricing",[776],"pricing overview"," for what each tier includes.",[799,1214,1215,1228],{},[802,1216,1217],{},[805,1218,1219,1222,1225],{},[808,1220,1221],{},"Tier",[808,1223,1224],{},"Included",[808,1226,1227],{},"Maximum",[815,1229,1230,1243,1255],{},[805,1231,1232,1237,1240],{},[820,1233,1234],{},[757,1235,1236],{},"Core",[820,1238,1239],{},"1 account",[820,1241,1242],{},"up to 2 accounts",[805,1244,1245,1250,1252],{},[820,1246,1247],{},[757,1248,1249],{},"Advanced",[820,1251,1239],{},[820,1253,1254],{},"up to 10 accounts",[805,1256,1257,1262,1264],{},[820,1258,1259],{},[757,1260,1261],{},"Scale",[820,1263,1239],{},[820,1265,1266,1267],{},"no cap, available through ",[757,1268,1269],{},"Book a demo",[791,1271,1273],{"id":1272},"editing-an-account","Editing an account",[753,1275,1276,1277,1280,1281,1283],{},"Open the row's actions menu and pick ",[757,1278,1279],{},"Edit"," to open the ",[772,1282,485],{"href":486}," page, where you change the person's name and the group they belong to.",[791,1285,1287],{"id":1286},"deleting-an-account","Deleting an account",[753,1289,1290,1293,1294,1296],{},[757,1291,1292],{},"Delete"," in the row's actions menu removes the account from the organization. You cannot delete your own account, and the organization must always keep at least one member of the ",[757,1295,788],{}," group, so the last administrator cannot be removed or moved to another group.",[753,1298,1299],{},"Removing an account immediately frees its slot, so you can reuse it for a new team member without an extra charge.",[791,1301,1303],{"id":1302},"account-usage-and-billing","Account usage and billing",[753,1305,1306],{},"The footer of the Accounts tab summarizes your usage:",[1308,1309,1310],"blockquote",{},[753,1311,1312],{},[975,1313,1314,1315,1317],{},"\"2 out of 2 accounts in use. ",[757,1316,943],{},"\"",[1051,1319,1320,1326],{},[1054,1321,1322,1325],{},[757,1323,1324],{},"Accounts in use",": how many people currently belong to your organization, pending invitations included.",[1054,1327,1328,1331],{},[757,1329,1330],{},"Total accounts",": the maximum allowed by your plan plus any additional slots you have purchased.",[753,1333,1334,1335],{},"When a reduction of accounts is scheduled for the next renewal, the footer also reads ",[975,1336,1337],{},"From {date} the limit is {maxAccounts} accounts.",[1070,1339,1340,1341,1344,1345,1347,1348,1350],{},"To ",[757,1342,1343],{},"reduce"," the number of accounts, delete the unused accounts first. The ",[757,1346,474],{}," counter on ",[757,1349,947],{}," never drops below the accounts that currently exist, pending invitations included. A reduction is a downgrade: nothing is refunded, and the new limit starts at the next renewal.",[791,1352,1354],{"id":1353},"passwords-and-sign-in","Passwords and sign-in",[1051,1356,1357,1360],{},[1054,1358,1359],{},"Invited people choose their own password during setup. Administrators never see or set it.",[1054,1361,1362,1363,1366,1367,1370,1371,1374,1375,1378,1379,1382,1383,778],{},"Anyone who forgets their password uses ",[757,1364,1365],{},"Forgot password?"," on the web login page or in the mobile app. Requiply emails a reset link, in the language of the screen they asked from, that works on any device, once, for an hour. It opens ",[757,1368,1369],{},"Set a new password","; after ",[757,1372,1373],{},"Update password"," the page says ",[757,1376,1377],{},"Password updated"," and ",[757,1380,1381],{},"Continue to Requiply"," opens the app. See ",[772,1384,36],{"href":37},[791,1386,1388],{"id":1387},"common-scenarios","Common scenarios",[964,1390,1392],{"id":1391},"inviting-a-new-team-member","Inviting a new team member",[1168,1394,1395,1404,1409,1414],{},[1054,1396,1397,1398,1400,1401,1403],{},"Go to ",[757,1399,769],{}," (add an account slot through ",[757,1402,943],{}," first if none are free).",[1054,1405,958,1406,1408],{},[757,1407,961],{},", enter the email, and pick the permission group.",[1054,1410,1411,1412,778],{},"Check the permission summary under the selector, then click ",[757,1413,1026],{},[1054,1415,1416],{},"The person accepts from the email, or from the link you copied, and sets their own name and password.",[964,1418,1420],{"id":1419},"the-invitation-email-never-arrived","The invitation email never arrived",[753,1422,1423,1424,1426,1427,1429],{},"Open the pending row's actions menu and click ",[757,1425,1138],{},", or ",[757,1428,1132],{}," and send it over chat. Only the most recently generated link works.",[964,1431,1433],{"id":1432},"swapping-a-team-member","Swapping a team member",[1168,1435,1436,1439],{},[1054,1437,1438],{},"Delete the leaving member's account.",[1054,1440,958,1441,1443],{},[757,1442,961],{}," to invite the replacement. The freed slot is reused, so you avoid an extra charge.",[964,1445,1447],{"id":1446},"giving-one-person-more-access-than-the-rest","Giving one person more access than the rest",[753,1449,1450,1451,1453],{},"Do not look for per-person toggles: there are none. Either move the person to a group that already has the access they need, or create a new group for that shape of access under ",[772,1452,480],{"href":481}," and move them into it.",[791,1455,1457],{"id":1456},"tips-and-cautions","Tips and cautions",[780,1459,1460,1463],{},[757,1461,1462],{},"Heads up:"," A pending invitation already occupies an account slot and counts toward your plan's limit. Remove invitations that will not be accepted so the slot can be reused.",[780,1465,1466,1468,1469,1472],{},[757,1467,1462],{}," Changing a group's permissions changes them for ",[757,1470,1471],{},"every"," member of that group at once. Before editing a widely used group, check its member count on the Groups tab.",{"title":1474,"searchDepth":1475,"depth":1475,"links":1476},"",2,[1477,1478,1479,1487,1488,1489,1490,1491,1497],{"id":793,"depth":1475,"text":794},{"id":864,"depth":1475,"text":865},{"id":954,"depth":1475,"text":955,"children":1480},[1481,1483,1484,1485,1486],{"id":966,"depth":1482,"text":967},3,{"id":1081,"depth":1482,"text":1082},{"id":1118,"depth":1482,"text":1119},{"id":1152,"depth":1482,"text":1153},{"id":1199,"depth":1482,"text":1200},{"id":1272,"depth":1475,"text":1273},{"id":1286,"depth":1475,"text":1287},{"id":1302,"depth":1475,"text":1303},{"id":1353,"depth":1475,"text":1354},{"id":1387,"depth":1475,"text":1388,"children":1492},[1493,1494,1495,1496],{"id":1391,"depth":1482,"text":1392},{"id":1419,"depth":1482,"text":1420},{"id":1432,"depth":1482,"text":1433},{"id":1446,"depth":1482,"text":1447},{"id":1456,"depth":1475,"text":1457},"Invite the people who work in your organization, and decide what each of them can reach through the permission group they belong to.","md",null,{"gitbook":1502,"aliases":1506},{"source":1503,"icon":1504,"url":1505},"settings\u002Forg\u002Faccounts.md","users","https:\u002F\u002Frequiply.gitbook.io\u002Frequiply-docs\u002Fknowledge\u002Fsettings\u002Forganization-settings\u002Faccounts",[1507],"\u002Fknowledge\u002Fsettings\u002Forganization-settings\u002Faccounts",{"title":48,"icon":349},{"title":474,"description":1498},"guCI9dCHuz1HWiAwtBRuSfEixkLr1hUkEK4DphzeshU",[1512,1514],{"title":469,"path":470,"stem":471,"description":1513,"icon":472,"children":-1},"Turn optional Requiply functionality on or off for the whole organization: subrentals, QR codes and barcodes, pickup and return checklists, booking cost adjustments, sales of goods, the Conversations inbox (Beta), and bundles (kits, sets) with their recommendations.",{"title":480,"path":481,"stem":482,"description":1515,"icon":483,"children":-1},"Build sets of permissions once and assign people to them, instead of ticking the same toggles for every new hire.",1792586004739]