Account Administration

Account administration controls who can use nQuest, what they can do, how cases are organized, and which features are available to the account.

Use this section to:

• Review and configure account-wide settings.
• Understand plans, billing, and seat capacity.
• Add people and choose the right user access type and administrator roles.
• Organize work and permissions with custom groups.
• Add a restrictive security boundary with compartments.

Important

Seeing an administration page does not necessarily mean every field is editable. nQuest separates Global, Billing, Library, User, Group, and Compartment administration so responsibilities can be delegated without granting complete account control.

Availability at a Glance

Area	Who can use it	Plan or configuration limitations
Account	Global, Billing, Library, and User Administrators	Available on every plan; individual controls depend on role and billing state.
Plans and Billing	Global and Billing Administrators can make changes; Library and User Administrators can review billing and usage	Self-service controls depend on the current plan and account state. Managed Enterprise changes go through the account manager.
Users	Global, User, and Billing Administrators	Available on every plan; creating or converting users can require available seat capacity.
Groups	Global, User, and Billing Administrators, plus active Group Administrators	Not shown when the account uses Simplified Groups.
Compartments	Global Administrators and assigned Compartment Administrators	Not available on Solo, Starter, or Team plans.

Simplified Groups and Custom Groups

nQuest supports two ways to organize shared work:

• Simplified Groups—sometimes called light groups—provide private libraries, one account-wide shared library, or both. The Groups page is hidden because nQuest manages the underlying group structure. Administrators can mark a user as Restricted so that person only sees cases delegated directly to them.
• Custom Groups are the standard group-management mode. Administrators create named groups, assign members or viewers, and decide whether a group or its members can own or contribute to cases.

Tip

We recommend Simplified Groups for most accounts because they require less administration and cover the common private, shared, and mixed-library workflows. Choose Custom Groups only when the account has complex access-control requirements or an internal structure—such as multiple departments, teams, or client groups—that Simplified Groups cannot represent clearly.

Self-service Team accounts can move from Simplified Groups to Custom Groups from Account Settings. Once Custom Groups have been implemented, self-service downgrade to Starter is unavailable; contact nQuest Support if the account needs a different configuration.

For how group membership, delegation, and compartments affect an individual case, see Working with Others.