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Team Members

Quarterback works best when everyone who needs market intelligence can see it — the IR lead, the CEO, the company secretary, external advisors. The account owner can invite and remove team members directly in the app, without contacting support.

Team members settings page showing the list of current team members, their roles, and the Invite team members button

How Team Access Works​

Everyone you add joins your organisation's workspace and sees the same organisation data — activities, announcements, reports, and settings. Every team member gets the full picture.

Each person's role is shown in the team list:

RoleWhat it means
OwnerThe account holder. The only person who can invite and remove team members.
MemberFull access to all organisation data — activities, announcements, reports, and settings.

If you don't see the invite or remove options on the Team Members page, ask your account owner to make the change.

info

While organisation data is shared, individual preferences are not. Flagged authors, archived activities, and personal alert settings are scoped to each user.

Adding a Team Member​

Navigate to Settings → Team Members.

  1. Click Invite team members.
  2. Fill in their first name, last name, and email address.
  3. Click Send invite.

The new team member receives an onboarding email with instructions on logging into their account.

Invite team members dialog with first name, last name, and email fields

tip

Add anyone who regularly asks "what's happening with our share price?" — a daily glance at the dashboard often replaces the ad-hoc email chain.

Removing a Team Member​

Navigate to Settings → Team Members.

  1. Find the person in the team list — you can search by name or email.
  2. Click the three-dot menu next to their name.
  3. Select Remove from account.

Their access ends immediately. Organisation data is unaffected — activities they added and reports they generated remain available to the rest of the team.

Three-dot menu next to a team member showing the Remove from account option

Troubleshooting​

IssueWhat to check
No Add or Remove options visibleOnly the account owner can manage team members. Ask your account owner to make the change.
Invite email not receivedAsk the person to check their spam or junk folder. If it hasn't arrived, remove them from the account and send a fresh invite.
Wrong email address enteredRemove them from the account and invite them again with the correct address.
Need to transfer ownership or change billing contactContact support@qback.au — billing changes are still handled by our team.

Related

  • Company Profile – Organisation details and social handles
  • Alerts – Each team member can configure their own alert preferences