Members Overview
Members are the user accounts that belong to an organisation in QuestLore. Every person who uses QuestLore — whether an employee completing quests, a manager creating them, or an owner administering the platform — is a member of an organisation.
Members can be invited individually by email or bulk-imported via a CSV file. They are managed under Organization → Members.
Roles: Owner, Manager, Employee
Every member is assigned one of three roles, which determines what they can do within the organisation:
- Owner — Full administrative control. Can manage billing, settings, members, quests, goals, products, and all organisation configuration. Every organisation has at least one owner.
- Manager — Can create and manage quests, goals, members, products, categories, and departments. Cannot access billing.
- Employee — Standard user. Can browse quests, accept and submit them for review, track goals, and spend Coins in the Rewards Catalogue.
Role Permissions
| Permission | Owner | Manager | Employee |
|---|---|---|---|
| Create & manage quests | ✓ | ✓ | — |
| Manage members & departments | ✓ | ✓ | — |
| Access billing | ✓ | — | — |
| Complete quests & earn Experience Points | ✓ | ✓ | ✓ |
| Spend Coins in the catalogue | ✓ | ✓ | ✓ |
| Review quest submissions | ✓ | ✓ | ✓ |
CSV Bulk Import
To add many members at once, owners and managers can import them via a CSV file from Organization → Members → Import. The CSV must include at minimum each member's first name, last name, and email address. The role field is optional and defaults to Employee if omitted.
After import, members receive an invitation email prompting them to set a password and activate their account. Imported members appear with a status of Imported until they complete sign-up.
Invite Flow
Individual members can be invited by email from Organization → Members → Invite. The owner or manager enters the invitee's email address and selects their role. An invitation email is sent immediately.
The invitee clicks the link in the email, sets a password, and is added to the organisation. Invitation links are time-limited and can only be used once. If an invite expires, it can be resent from the Members page.