When a team at Quill is more than a handful of people, the Team Administrator (the role shown in Quill as "Admin") often wants some help managing it. That's what the Manager role is for.
Need to change who the Team Administrator is on a team? Just email us and we'll move it over.
A Manager is someone the Team Administrator trusts to help keep the team list tidy -- inviting new folks, removing people who've left, and so on -- without handing over the keys to billing or letting them shuffle other roles around.
What a Manager can and can't do
Here's a side-by-side comparison of the Manager and Team Administrator roles, so it's clear where the lines are:
| Capability | Manager | Team Administrator |
|---|---|---|
| Send invites (single and bulk) | Yes | Yes |
| Resend and cancel pending invites | Yes | Yes |
| Remove regular members from the team | Yes | Yes |
| Access billing, change payment method, view invoices | No | Yes |
| Promote someone else to Manager | No | Yes |
| Remove another Manager | No | Yes |
| Remove the Team Administrator | No | No -- this requires an email to us |
In short: Managers can do everything a Team Administrator would typically want to delegate to a practice administrator or office manager. The billing and role-shuffling stays with the Team Administrator.
How to promote someone to Manager
This is something only the Team Administrator can do. From the team page, here are the steps:
- Find the person you want to promote in the "Team Members" section. Click the "Update" dropdown next to their name.
- Click "Promote {Name} to Manager". You'll see a confirmation window with a quick summary of what Managers can and can't do.
- Click "Promote to Manager Role".
That's it. Their badge in the team list will switch from "Member" to "Manager", and they'll see the team management page the next time they sign in.
How to remove someone from the Manager role
Same path, different button. Here's how you do it:
- Find the Manager in the "Team Members" section and click "Update".
- Click "Remove {Name} from Manager Role".
- Confirm the change.
The person stays on the team -- they just go back to being a regular Member. (If you'd like to remove them entirely, see Removing a Team Member.)
When to use the Manager role
Some examples we've heard from real teams:
- A group practice owner promotes their office administrator so that person can handle onboarding new clinicians.
- A clinic with a few different sites promotes one lead at each location so they can manage their corner of the team.
- A growing solo practice that's just hired a couple of associates promotes their part-time admin to handle the day-to-day.
Not every team needs a Manager. Plenty of small teams run just fine with the Team Administrator handling everything. But when the Team Administrator becomes the bottleneck, this is the lever to pull.
Not sure whether the Manager role is the right fit for your practice, or who to promote? We're a small team and happy to talk it through -- just send us an email.
