How to invite users and build your team in Nuvia

To use Nuvia with your sales team, you need to invite your team members.

Available on: all plans.

Who can do it: administrators.

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What you need before you start

• Administrator access to the platform

• The email addresses of the users you'll invite

• Know which role each person will have on the platform (admin, manager or agent)

Step 1 – Invite a new user

How to open the Users area

Main Screen > Sidebar > Your Name > Settings > Users

Create or edit a user

1. Click the “Create user” button (or select an existing user in the list to edit it).

2. Fill in the required fields:

   • Name: The team member's full name.

   • Email: The address used to log in.

   • Password: Set an initial password (at least 6 characters).

   • Status: Keep it as Active to grant access right away.

   • System permissions: set the user's permissions and access levels

     • Administrator: invite/edit/deactivate users (except the Owner), create and manage teams, set up the knowledge base, manage agents and campaigns

     • Manager: view and edit contacts, manage their team's conversations, access dashboards, create and edit tasks

     • Agent: view and edit their own contacts, reply to their own conversations, access assigned tasks

3. Click Save.

Step 2 – Build your team

1. In Teams, click + Create team

2. On the add user screen, set the name, abbreviation and description (optional)

3. Add users to the team

4. Choose a default service funnel

5. Click Create team

Frequently asked questions