Adding users

Adding users to your envia.com account is of vital importance for an efficient and organized management of your shipments. This functionality, which allows the unlimited addition of users, gives you more control, facilitates team collaboration and optimizes the shipping process.

You can also assign specific roles to each user, which contributes to a better assignment of tasks. To add a new user, you only need their email and phone number.

Steps to add users

1. Go to envia.com > settings > Users
2. Add and manage the users of your account by clicking on Add
3. Enter the new user's information, including their role, and click save.

Roles and permissions

	Admin	Sales	Support	Customer
Generate guide	☑️	☑️		☑️
Recharge balance	☑️	☑️
Request pickup	☑️	☑️		☑️
View account statement	☑️
See rates	☑️	☑️
View generated guides	☑️	☑️	☑️	☑️

Recommendations

• Clearly define the roles and responsibilities of each user and maintain updated contact information for each user to ensure effective management.
• Provide training to new users to ensure they understand how to use the platform effectively.
• Keep a record of all active users on your account to have a clear view of who has access to what information.