1. [Help](https://nuvia.ai/en/docs) 2. [Getting Started](https://nuvia.ai/en/docs/colecoes/19377946-getting-started) # How to invite users and build your team in Nuvia Invite team members and organize your sales structure by creating teams in Nuvia. Available on all plans Who can do it administrators Updated on August 3, 2026 [Getting Started](https://nuvia.ai/en/docs/colecoes/19377946-getting-started) 1. [Quick guide: Nuvia platform overview](https://nuvia.ai/en/docs/artigos/14500951-quick-guide-nuvia-platform-overview) 2. [How to test your agent for the first time at the end of onboarding](https://nuvia.ai/en/docs/artigos/16414196-test-your-agent-first-time-end-of-onboarding) 3. [How the Nuvia trial period works](https://nuvia.ai/en/docs/artigos/16161781-how-the-nuvia-trial-period-works) 4. [How to create your account and log in to Nuvia for the first time](https://nuvia.ai/en/docs/artigos/14489200-how-to-create-your-account-and-log-in-first-time) 5. [How to invite users and build your team in Nuvia](https://nuvia.ai/en/docs/artigos/14489475-how-to-invite-users-and-build-your-team) 6. [How to create your first contact list in Nuvia](https://nuvia.ai/en/docs/artigos/14489491-how-to-create-your-first-contact-list) 7. [Understanding Nuvia credits](https://nuvia.ai/en/docs/artigos/14688479-understanding-nuvia-credits) 8. [How to set up your first Smart Funnel in Nuvia](https://nuvia.ai/en/docs/artigos/14489227-how-to-set-up-your-first-smart-funnel) 9. [How to connect LinkedIn to Nuvia](https://nuvia.ai/en/docs/artigos/14489367-how-to-connect-linkedin-to-nuvia) 10. [How to create and launch your first LinkedIn campaign in Nuvia](https://nuvia.ai/en/docs/artigos/15181600-how-to-create-and-launch-your-first-linkedin-campaign) 11. [How to connect WhatsApp to Nuvia](https://nuvia.ai/en/docs/artigos/14489425-how-to-connect-whatsapp-to-nuvia) 12. [How to create and launch your first WhatsApp campaign in Nuvia](https://nuvia.ai/en/docs/artigos/14489458-how-to-create-and-launch-your-first-whatsapp-campaign) 13. [Nuvia glossary of terms](https://nuvia.ai/en/docs/artigos/14580494-nuvia-glossary-of-terms) 14. [How to change your profile photo in Nuvia](https://nuvia.ai/en/docs/artigos/17314015-how-to-change-your-profile-photo-in-nuvia) On this page 1. What you need before you start 2. Step 1 – Invite a new user 3. Step 2 – Build your team 4. Frequently asked questions **On this page4 sections** 1. What you need before you start 2. Step 1 – Invite a new user 3. Step 2 – Build your team 4. Frequently asked questions To use Nuvia with your sales team, you need to invite your team members. **Available on:** all plans. **Who can do it:** administrators. ## 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.** Tip the user receives access by email. Share the initial password securely and tell them to change it on first login in **My Profile**. ## 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 ## Frequently asked questions **How many users can I invite?** The user limit depends on your plan. Check your plan details or contact Nuvia support to find out your account's limit. **Can a user be part of more than one team?** Yes. The same user can be a member of multiple teams at the same time. Just add them to the teams you want on the **Teams** screen. **What's the difference between the Administrator and User profiles?** The **Administrator** profile has unrestricted access to all platform settings, including user, team, integration and channel management. The **User** profile has access controlled by specific permissions set by the administrator. **Can I change a user's profile after creating it?** Yes. Go to the **Users** list, click the user's name and edit their permissions and profile as needed. Changes take effect immediately. **What happens if I deactivate a user?** When you change the user's status to **Inactive**, they lose access to the platform immediately. Their conversations and data are kept, but they can't log in until they're reactivated. [PreviousHow to create your account and log in to Nuvia for the first time](https://nuvia.ai/en/docs/artigos/14489200-how-to-create-your-account-and-log-in-first-time) [NextHow to create your first contact list in Nuvia](https://nuvia.ai/en/docs/artigos/14489491-how-to-create-your-first-contact-list) Was this article helpful? ## Related articles - [How to set up the Google Calendar integration in Nuvia](https://nuvia.ai/en/docs/artigos/14500773-how-to-set-up-google-calendar-integration-nuvia) - [Quick guide: Nuvia platform overview](https://nuvia.ai/en/docs/artigos/14500951-quick-guide-nuvia-platform-overview) - [How to manage API keys in Nuvia](https://nuvia.ai/en/docs/artigos/15230128-how-to-manage-api-keys-in-nuvia) - [How to create and manage teams in Nuvia](https://nuvia.ai/en/docs/artigos/15649230-how-to-create-and-manage-teams-in-nuvia) - [How to deactivate and reactivate a user](https://nuvia.ai/en/docs/artigos/16497565-how-to-deactivate-and-reactivate-a-user) [Getting Started](https://nuvia.ai/en/docs/colecoes/19377946-getting-started) 1. [Quick guide: Nuvia platform overview](https://nuvia.ai/en/docs/artigos/14500951-quick-guide-nuvia-platform-overview) 2. [How to test your agent for the first time at the end of onboarding](https://nuvia.ai/en/docs/artigos/16414196-test-your-agent-first-time-end-of-onboarding) 3. [How the Nuvia trial period works](https://nuvia.ai/en/docs/artigos/16161781-how-the-nuvia-trial-period-works) 4. [How to create your account and log in to Nuvia for the first time](https://nuvia.ai/en/docs/artigos/14489200-how-to-create-your-account-and-log-in-first-time) 5. [How to invite users and build your team in Nuvia](https://nuvia.ai/en/docs/artigos/14489475-how-to-invite-users-and-build-your-team) 6. [How to create your first contact list in Nuvia](https://nuvia.ai/en/docs/artigos/14489491-how-to-create-your-first-contact-list) 7. [Understanding Nuvia credits](https://nuvia.ai/en/docs/artigos/14688479-understanding-nuvia-credits) 8. [How to set up your first Smart Funnel in Nuvia](https://nuvia.ai/en/docs/artigos/14489227-how-to-set-up-your-first-smart-funnel) 9. [How to connect LinkedIn to Nuvia](https://nuvia.ai/en/docs/artigos/14489367-how-to-connect-linkedin-to-nuvia) 10. [How to create and launch your first LinkedIn campaign in Nuvia](https://nuvia.ai/en/docs/artigos/15181600-how-to-create-and-launch-your-first-linkedin-campaign) 11. [How to connect WhatsApp to Nuvia](https://nuvia.ai/en/docs/artigos/14489425-how-to-connect-whatsapp-to-nuvia) 12. [How to create and launch your first WhatsApp campaign in Nuvia](https://nuvia.ai/en/docs/artigos/14489458-how-to-create-and-launch-your-first-whatsapp-campaign) 13. [Nuvia glossary of terms](https://nuvia.ai/en/docs/artigos/14580494-nuvia-glossary-of-terms) 14. [How to change your profile photo in Nuvia](https://nuvia.ai/en/docs/artigos/17314015-how-to-change-your-profile-photo-in-nuvia) ## Still need help? Customers reach support through the chat inside the platform. Not a customer yet? Talk to our team. [Talk to support in the platform](https://app.nuvia.ai) [I'm not a customer yet](https://nuvia.ai/en/contact) --- Source: https://nuvia.ai/en/docs/artigos/14489475-how-to-invite-users-and-build-your-team