1. [Help](https://nuvia.ai/en/docs)
2. [Account Settings](https://nuvia.ai/en/docs/colecoes/19430666-account-settings)

# How to create and manage teams in Nuvia

Create teams, add members and understand how a team defines which conversations each person can see in Nuvia.

Available on

All plans

Who can do it

Administrator

Updated on November 3, 2026

[Account Settings](https://nuvia.ai/en/docs/colecoes/19430666-account-settings)

1. [How to turn on two-factor authentication (MFA)](https://nuvia.ai/en/docs/artigos/18174510-how-to-turn-on-two-factor-authentication-mfa)
2. [How to set your availability (Away or Unavailable)](https://nuvia.ai/en/docs/artigos/18174522-how-to-set-your-availability-away-or-unavailable)
3. [How to manage API keys in Nuvia](https://nuvia.ai/en/docs/artigos/15230128-how-to-manage-api-keys-in-nuvia)
4. [How to deactivate and reactivate a user](https://nuvia.ai/en/docs/artigos/16497565-how-to-deactivate-and-reactivate-a-user)
5. [Security, privacy, and LGPD at Nuvia](https://nuvia.ai/en/docs/artigos/14576039-security-privacy-and-lgpd-at-nuvia)
6. [How to create and manage teams in Nuvia](https://nuvia.ai/en/docs/artigos/15649230-how-to-create-and-manage-teams-in-nuvia)

Teams are groups of users who share the same work context, such as an SDR team, a support team or a regional sales team. They organize your operation and help define which conversations each person sees.

**Available on:** All plans.

**Who can do it:** Administrator.

Name change

what used to be called “Times” is now called **Equipes** (Teams) across the platform. And the “Online” and “Offline” statuses became “Available” and “Disconnected”.

## What you need before you start

-

**Administrator** access.

-

An idea of how to split your operation (by role, product or region).

-

Users already invited, if you want to add them when creating the team. You can also add them later.

Tip

You don't need teams to use Nuvia. They help when you want to split the operation into groups and control who sees which conversations.

### The Teams screen

The Teams list follows the same pattern as the Campaigns table: search, view options (columns and density), 25 teams per page and a counter on the tabs. You also see each member's availability, so you know who is receiving leads right now.

### Create a new team

1.

In the side menu, **click the profile icon and select Settings**

2.

In the side menu, **select Teams**

3.

Click **Create team**

4.

**Enter** the team name (example: SDR, Sales, Support)

5.

**Enter** the team abbreviation (example: SDR, SAL, SUP)

6.

**Enter ** the team description

7.

**Select the users** you want to include in the team

8.

(optional) Select a default funnel for the team to handle

9.

Click **Create team**

### Manage teams

#### Add or remove users from a team

1.

In the side menu, **click the profile icon and select Settings**

2.

In the side menu, **select Teams**

3.

In the teams list, **find** the one you want to manage (use search if you prefer)

4.

On the left side of the team's row, **click the 3 dots and select Edit**

5.

In the Users field, **add or remove the user(s)**

6.

Click **Save**

Equal distribution per stage

anyone who joins a team with this rule starts at the same level as those already receiving leads, without getting a burst of leads at once to “catch up”.

#### Edit a team's information

1.

In the side menu, **click the profile icon and select Settings**

2.

In the side menu, **select Teams**

3.

In the teams list, **find** the one you want to manage

4.

On the left side of the team's row, **click the 3 dots and select Edit**

5.

**Edit the fields** you want

6.

Click **Save**

#### Delete a team

1.

In the side menu, **click the profile icon and select Settings**

2.

In the side menu, **select Teams**

3.

In the teams list, **find** the one you want to delete

4.

On the left side of the team's row, **click the 3 dots and select Delete**

5.

**Confirm the deletion**

[GIF deleting a team]

## Frequently asked questions

## Frequently asked questions

**Can a person belong to several teams?**

Yes. The same person can be a member of several teams at once, which is useful for matrix structures where they work with more than one group.

**Do I need to create teams to use Nuvia?**

No. Teams are optional. They help when you want to split the operation into groups and control who sees which conversations.

**What happens if I remove someone from a team?**

The person loses access to that team's conversations. Conversations already assigned to them remain visible as history.

**Does an away member keep receiving the team's leads?**

No. Anyone who sets themselves as Away or Unavailable leaves the team's lead rotation until they come back. Conversations that already belong to that person stay with them. If the whole team is out, the conversation goes to Unassigned, flagged as needing attention.

[PreviousSecurity, privacy, and LGPD at Nuvia](https://nuvia.ai/en/docs/artigos/14576039-security-privacy-and-lgpd-at-nuvia)

Was this article helpful?

## Related articles

- [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)
- [How to manage API keys in Nuvia](https://nuvia.ai/en/docs/artigos/15230128-how-to-manage-api-keys-in-nuvia)
- [How to filter and sort the conversation queue in Nuvia](https://nuvia.ai/en/docs/artigos/15353059-how-to-filter-and-sort-the-conversation-queue)

[Account Settings](https://nuvia.ai/en/docs/colecoes/19430666-account-settings)

1. [How to turn on two-factor authentication (MFA)](https://nuvia.ai/en/docs/artigos/18174510-how-to-turn-on-two-factor-authentication-mfa)
2. [How to set your availability (Away or Unavailable)](https://nuvia.ai/en/docs/artigos/18174522-how-to-set-your-availability-away-or-unavailable)
3. [How to manage API keys in Nuvia](https://nuvia.ai/en/docs/artigos/15230128-how-to-manage-api-keys-in-nuvia)
4. [How to deactivate and reactivate a user](https://nuvia.ai/en/docs/artigos/16497565-how-to-deactivate-and-reactivate-a-user)
5. [Security, privacy, and LGPD at Nuvia](https://nuvia.ai/en/docs/artigos/14576039-security-privacy-and-lgpd-at-nuvia)
6. [How to create and manage teams in Nuvia](https://nuvia.ai/en/docs/artigos/15649230-how-to-create-and-manage-teams-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)

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Source: https://nuvia.ai/en/docs/artigos/15649230-how-to-create-and-manage-teams-in-nuvia
