Inviting Users
Once your organization and locations are set up, it’s time to bring your team on board. As an admin, you can invite managers, associates, and other team members to FastQuery.
How to Invite Someone
Section titled “How to Invite Someone”To invite a new user:
- Go to the Users section in your settings.
- Enter the person’s name and email address.
- Choose a role for them (see below).
- Assign them to one or more locations.
- Send the invitation.
The invited person will receive an email with instructions on how to sign in and get started.
Adding Multiple Users at Once
Section titled “Adding Multiple Users at Once”Need to invite a whole team? FastQuery includes a bulk data grid that lets you add several people at once. Just fill in the names, emails, roles, and locations in the grid — like working in a spreadsheet — and send all the invitations together.
User Roles
Section titled “User Roles”Each user is assigned a role that controls what they can see and do in FastQuery:
| Role | What They Can Do |
|---|---|
| Admin | Full access to everything — organization settings, locations, users, integrations, and all data. |
| Manager | Can manage inventory tasks and data at their assigned locations. Has access to more features than a regular user but cannot add or remove team members. |
| User | Standard access to search, view inventory, and use FastQuery’s AI features at their assigned locations. |
| Guest | Read-only access. Can view information but can’t make changes. Great for temporary staff or external partners. |
Assigning Locations
Section titled “Assigning Locations”When you invite someone, you can assign them to specific store locations. This controls which inventory and data they see when using FastQuery. For example, a store associate at your downtown location only needs to see that store’s information.
What the Invited Person Experiences
Section titled “What the Invited Person Experiences”After receiving the invitation email, the new user simply:
- Clicks the link in the email.
- Signs in with Google, Microsoft, Yahoo, or Apple.
- Gets automatically connected to your organization with the role and locations you assigned.
There’s no extra setup needed on their end.
- Use work email addresses when inviting team members so everything stays connected.
- Start with the Admin role sparingly — only give full access to people who need to manage the system.
- You can change someone’s role or location assignments at any time.