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How do I add team members to Quest?

Quest offers two ways to add team members: via the Team tab or within an Event. Each method has its own notification process for the new members. This guide simplifies the process with clear, step-by-step instructions.

Method 1: Team Tab

Invite users to join your company's Quest workspace.

  1. Navigate to the Team tab from the main menu.

  1. Click Create New User in the top right corner.
  2. Fill in the required details (e.g., name, email address, role).
  3. Click Create User to send the invite.

  1. The invited user will receive an invitation via email to create a profile and join the company's Quest workspace.

Method 2: Event

Invite users to join your company's specific event.

  1. Navigate to the Event tab from the main menu.
  2. On the event, click on the three dots at the top right corner.
  3. Click Event Details.
  4. Navigate to the Attendees tab.
  5. Invite users via Magic Link by clicking Copy Magic Link at the top right corner.

  1. Paste the Magic Link into a welcome email or registration platform.
  2. Once the user clicks the Magic Link, they will join the Quest workspace and be attached to the specific event.

By following these simple steps, you can effectively add users to Quest and ensure they are notified appropriately based on the method you choose. If you have any further questions, please don't hesitate to reach out to our support team.