Admin tools allow users with an Admin role to manage members of their organisation, edit organisation details and view public API credentials. They are only available to users with an Admin role within their organisation.
To access the Admin tools, click on the Admin tab in the main navigation bar.
Click on the Members item in the side bar to view a list of members of your organisation.
The list displays each member's name, email, the date they were added to the organisation, the number of organisations they are a member of and whether they are an Admin. The list can be sorted by any of these criteria.
For members added before September 2023, the date added is not available.
To invite new members, click ‘Invite new’ and enter their email addresses. For multiple members, a list of emails can be pasted in.
The new members will be added to the organisation immediately. Their user name will initially be their email address.
New members will be sent a link to set up their password and Multi Factor Authentication. When they log in for the first time, they will be shown a welcome page where they can set their name and profile photo.
If an invitee already belongs to an organisation on Quantemplate, when they are added to a new organisation they will be sent a notification email.
To view a member profile, click on their entry in the members list. The profile panel on the right displays their name, profile photo and any organisations you both are members of.
To remove a member:
When a member is removed from an organisation, they will be sent a notification email.
To leave an organisation, you will need to ask another Admin within the organisation to remove you.
Organisation Admins have the following capabilities:
To make a member an Admin, click the ‘Make Admin’ button on their profile panel.
To revoke their Admin status, click the ‘Revoke Admin’ button.
When a member’s Admin status changes, they will be sent a notification email.
To remove your own Admin role, you will need to ask another Admin within the organisation. Once your role has been removed, you will no longer have access to the Admin tools.
If a user no longer has access to their MFA device, or their device has been reset, they may need their MFA to be to reset in order to access Quantemplate. To do this, click the ‘Reset Multi Factor Authentication’ button on their profile panel.
When a user’s MFA is reset, they will be sent a notification email.
Click on the Organisation entry in the side bar to view and edit organisation details, and see organisation Admins.
Click on the organisation name to edit it. The name is displayed to all members of your organisation.
Click on the organisation logo to upload a new one. The logo is displayed to all members of your organisation.
If your organisation has API access enabled, click on the API entry in the side bar to view your organisation’s API Client ID. Your API Client Secret was given when API access was enabled; it cannot be shared.
To enable API access, contact email@example.com