Adding users

Adding users to your Envia.com account allows you to delegate tasks, collaborate as a team, and control who has access to which features. You can add an unlimited number of users and assign each one a specific role based on their responsibilities.

ℹ️ Only the Super Administrator Company administrators can add, edit, or delete users.

Steps to add users

1. Log in to your Envia.com account
2. Go to Settings > Users
3. Enter the new user's email address.
4. Assign a role: Admin, Sales, Support, or Customer.
5. Click Save and Create user.

The next step depends on whether the email address already has an account with Envia:

Situation	What's happening
The Email already has an account on Envia	An invitation is sent by email. The user must accept it to join.
The Email does not have an account on Envia	Fill in your information directly. You must provide your credentials — No automatic email is sent.

ℹ️ If the user doesn't accept the invitation in time, you can revoke it from the user list and send a new one.

Roles and permissions

Manage Existing Users

From Settings > Users You can also:

• Edit the role or details of an active user.
• Deactivate a user to temporarily suspend their access.
• Revoke an invitation that has not yet been accepted.
• Delete a user of the company.

To perform any of these actions, locate the user in the list, click the options icon (⋮), and select the appropriate action.

ℹ️ Deactivating a user only affects their access to this company. If they belong to other companies, their access to those companies is not affected.

Recommendations

• Clearly define each user's role before inviting them, so that they have access only to what they need.
• Keep each user's contact information up to date.
• Periodically review the list of active users to detect unauthorized access.
• If an employee leaves the company, deactivate or remove them immediately to protect the company's information.

FAQ

How many users can I add? There is no limit. You can add as many users as you need.

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Can a user have different roles at different companies? Yes. If your account is set up across multiple companies (multi-company), each company has its own independent list of users and roles.

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Can I change a user's role after adding them? Yes. Go to Settings > Users, edit the user's profile, and change their role as needed.

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What happens if the invited user doesn't accept the invitation? The invitation will expire after 48 hours. You can revoke it from the list and send a new one.