Add users
Adding users to your Envia.com account lets you delegate tasks, collaborate as a team, and control who has access to which features. You can add unlimited users and assign each one a specific role based on their responsibilities.
Steps to add users
Section titled “Steps to add users”- Sign in to your Envia.com account
- Go to Settings > Users
- Enter the new user’s email.
- Assign a role: Admin, Sales, Support, or Customer.
- Click Save or Create user.
The next step depends on whether the email already has an Envia account:
| Situation | What happens |
|---|---|
| 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 | You complete their details directly. You must share the credentials with them — no automatic email is sent. |
Roles and permissions
Section titled “Roles and permissions”| Permission | Admin | Sales | Support | Customer |
|---|---|---|---|---|
| Generate label | ✔ | ✔ | ✔ | |
| Top-up balance | ✔ | ✔ | ||
| Request pickup | ✔ | ✔ | ✔ | |
| View account statement | ✔ | |||
| View rates | ✔ | ✔ | ||
| View generated labels | ✔ | ✔ | ✔ | ✔ |
Manage existing users
Section titled “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 been accepted yet.
- Remove a user from the company.
For any of these actions, find the user in the list, click the options icon (⋮), and select the corresponding action.
Recommendations
Section titled “Recommendations”- Clearly define each user’s role before inviting them, so they only have access to what they need.
- Keep each user’s contact information up to date.
- Periodically review the list of active users to catch unnecessary access.
- If a collaborator leaves the company, deactivate or remove them immediately to protect the company’s information.
Frequently asked questions
Section titled “Frequently asked questions”How many users can I add? There is no limit. You can add as many users as you need.
Can a user have different roles in different companies? Yes. If your account is in several companies (Multi-company), each company has its own users list and roles independently.
Can I change a user’s role after adding them? Yes. From Settings > Users, edit the user and change their role whenever you need to.
What if the invited user does not accept the invitation? The invitation will expire after 48 hours. You can revoke it from the list and send a new one.