Trouble assigning to my team

If you ask Quin to assign a task, lead, or note to someone on your team through a connected app like your CRM or project management tool, the assignment can fail even though that person already has an account in that app. This happens because Quin can only assign work to people who are also set up as team members in Quin, not just in the connected app itself.

Why this happens

When you ask Quin to assign something to a teammate, Quin matches the name or email you give it to an actual Quin account, then uses that account to complete the assignment in your CRM or project management tool. If your teammate hasn't been invited to Quin yet, there's no Quin account for Quin to match against, so the assignment doesn't go through, even if that person is already a fully set up user in the connected app.

Before you begin

Make sure the app you're assigning through, like your CRM or project management tool, is connected in Settings > Integrations. You'll also need the email address your teammate uses to sign in there.

Invite your teammate to Quin

1. Go to Team members
2. Click Invite team member
3. Enter your teammate's name and email address
4. Assign a role and click Send invite
5. Wait for your teammate to accept the invite from their email

Once they've accepted, ask Quin to assign the task, lead, or note to them again. Quin can now match their name to their Quin account and complete the assignment in your connected app.

What to expect

After your teammate accepts their invite, assignments to them go through the same way they would for any existing Quin user. Quin finds their account, matches it to their record in the connected app, and completes the assignment there. This only needs to happen once per teammate, so future assignments to the same person work right away.

Troubleshooting

Quin still can't assign to my teammate after I invited them

• Confirm your teammate accepted the invite - pending invites don't count as team members yet
• Check that you're using the same name or email Quin would recognize, matching what's in Team members
• Verify the connected app integration is still active in Settings > Integrations

My teammate has a record in the CRM but assignment still fails

• Having a user record in the connected app isn't enough on its own - they also need to be a team member in Quin
• Send them an invite from Team members if you haven't already

I don't want to add someone as a full team member just to assign them work

• Assigning through a connected app currently requires the person to be a Quin team member
• Consider assigning the item to yourself and looping them in through the connected app directly, or following up with your teammate manually instead

I'm not sure which role to give my teammate

• Any role, Account Owner, Administrator, or Member, is enough for Quin to assign work to them
• Choose a role based on what else they need access to, not on whether assignment will work
• See Add your team for details on what each role can do