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Administrator guide

Set up a Quire organisation: people, roles, sign-in, branding, languages, email and records.

Before you begin, sign in to your organisation and check that your role can manage the settings you need. The pages and actions available to you depend on your assigned permissions.

You run an organisation in Quire: its people, how they sign in, what they see and what is kept. Every page here is under /admin, and every change you make there is written to the audit log with your name and the time.

First steps

  1. Sign in with the administrator account created when the organisation was set up, and change its password at /account/security. Turn on two-step verification there as well.
  2. Set the organisation’s logo, accent colour, heading font and favicon at /admin/appearance/branding, and its name, addresses, default language and switches at /admin/settings (see organisation settings). Quire checks the accent against the page background and adjusts it if text on it would be hard to read. You can upload your own WOFF2 heading font of up to 200 KB, cut down to Latin letters; it applies to headings only.
  3. Decide how people sign in at /admin/security/auth (below).
  4. Add people at /admin/users: one at a time, or from a spreadsheet at /admin/users/upload.
  5. Create the first course category at /admin/categories, then a course.

People and roles

  • Users (/admin/users): search, filter by status, suspend and reinstate. Suspending ends every session at once; the person’s work and grades are kept.
  • Roles (/admin/roles): a role is a set of capabilities. Start from the built-in roles (organisation administrator, manager, course creator, teacher, assistant teacher, learner and guest) and copy one to change it, so the original stays as a reference. Every signed-in person also holds the built-in role for any signed-in person, which carries what everybody may do, such as searching and managing their own learning plan. Each capability is not set, allow, prevent or prohibit; a prohibit cannot be overridden by any other role. Which roles count as learners in the gradebook is a separate setting, the graded roles in organisation settings.
  • Cohorts (/admin/cohorts): groups that cut across courses, such as a department or an intake. A cohort can be kept up to date by a rule on profile fields, and courses can enrol a cohort so its members come and go automatically.
  • Organisation structure (/admin/org): departments and positions, used for managers, reports and approvals.
  • Profile fields (/admin/profile-fields): extra fields on every user, such as an employee number. A field is short or long text, formatted text, a menu of choices, yes or no, a date, a number, a web address or a social profile. It appears on the new user form and on cohorts, and in CSV uploads, where a cell for a menu field is matched to the declared option whatever its case. Formatted text is cleaned before it is stored.

Sign-in and security

/admin/security/auth controls:

  • Sign-in methods: email and password, an email sign-in link, passkeys, social accounts, single sign-on (OpenID Connect and SAML) and an LDAP directory. See the single sign-on guide for connecting your identity provider, and for SCIM provisioning.
  • Password rules and two-step verification: an authenticator app, a code by email, and backup codes. Two-step verification can be off, optional, required for everyone, or required for the roles you choose.
  • Sessions: how long a session lasts and how long it may sit idle.
  • Guests and self-registration: whether people can create their own accounts, and from which email domains.

Languages and wording

  • Language packs (/admin/languages): which languages people can choose, and the organisation’s default. Each pack shows how much of Quire it covers. Twenty languages (Arabic, Hebrew, Persian, Urdu, Spanish, French, German, Brazilian Portuguese, Simplified Chinese, Japanese, Korean, Hindi, Russian, Italian, Turkish, Dutch, Polish, Indonesian, Finnish and Swedish) cover every message in Quire. The other packs cover the application shell and show English wherever they have no translation. Packs marked machine translated were produced automatically and have not been reviewed by a translator; people see that label beside the language when they choose it. Arabic, Hebrew, Persian and Urdu display right to left throughout.
  • Wording (/admin/strings): change any piece of Quire’s text for your organisation, in any language. Search by the text you see or by its identifier, write your version, and save. Your version replaces Quire’s everywhere it appears, within half a minute. Revert returns to Quire’s own text. Export downloads every override as a file, and Import loads one, so you can move wording between organisations or keep it under review. Placeholders in braces, such as {count}, must be kept; Quire refuses an override that drops or invents one, and checks plural forms for the language.

Email

/admin/email sets the sending service, the sender name and reply address, your own sending domain with its DNS records, tracking, and whether people can reply to forum posts and messages by email. Templates, campaigns, suppressions and the delivery log sit under it.

  • Templates (/admin/email/templates): the message Quire sends for each event, in any language. Change one for the whole organisation, a category, a course or an activity. Anything you leave alone keeps Quire’s default and keeps getting its corrections. Each template can be previewed with sample data before it is saved, and lists the variables it may use.
  • Every system message is a template, including the ones that carry a credential: the sign-in link, verification code, invitation, password reset, welcome, sign-up received, approved and already-registered messages, guardian consent and privacy request confirmation. They are edited in the same editor. These messages are essential, so they are sent at once rather than queued, and if one cannot be sent the person is told straight away.
  • Delivery log (/admin/email/log): every email the organisation sent, newest first, with what happened to it (queued, sent, delivered, bounced and so on). The log never stores a link or code that a message carried.

Integrations

  • Extensions (/admin/extensions): switch built-in activity types, sign-in methods, reports and other parts on or off for your organisation. See extensions.
  • Live sessions and video (/admin/integrations/meetings, /admin/integrations/video): use your own BigBlueButton, Zoom, Teams, Google Meet or Jitsi account, and your own Cloudflare Stream, Mux or Bunny Stream account. See live session and video providers.
  • HubSpot (/admin/integrations/hubspot): see the HubSpot guide.
  • API keys (/admin/integrations/api-keys): keys for scripts and integrations. A key is shown once, when it is created; Quire keeps only a hash. Give each integration its own key with only the scopes it needs, so you can revoke one without breaking the others.
  • OAuth clients (/admin/integrations/oauth-clients): for applications that act on behalf of a signed-in person, such as Zapier or Make.
  • MCP (/admin/integrations/mcp): which AI assistants may connect to Quire’s MCP server, and which tools they may use.
  • Webhooks (/admin/webhooks): send events to another system as they happen. Each subscription has a delivery log, and a failed delivery can be sent again. After 20 failures in a row, or 72 hours of failures, Quire pauses the subscription and emails you and the subscription’s contacts.

Sharing, content and AI

  • Shared space (/admin/sharing): offer courses and other items to other organisations, which run a shared course as a copy they own. See sharing between organisations.
  • Content bank (/admin/content-bank): files and content shared with the whole organisation or a category. See the content bank guide.
  • AI settings (/admin/ai): providers, features, the AI use policy and budget. See AI features.
  • Policies (/admin/compliance/policies): the policies people accept, and the acceptable use policy that is enforced where content is written. See policies and acceptable use.
  • Plan and billing (/admin/billing): what your plan includes and what you have used. See plan and billing.

Records and reports

  • Audit log (/admin/audit): who did what, and when. Entries are chained, so an entry cannot be changed or removed without the chain showing it. Export for your security team or SIEM from the same page.
  • Reports (/admin/reports): completion, grades, engagement and custom reports. Reports read from a separate read-only connection, so a large report never slows the site for learners. Exports that contain learners’ records are logged as disclosures.

Accessibility

Quire is built to WCAG 2.2 AA. Every person can also adjust it for themselves at /account/preferences: text size, a dyslexia-friendly font, reduced motion and high contrast. Nothing you configure can turn these off.

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