Team members and company access
Manage colleagues through Workspace → Users or the members and invitations on My Company and Companies. Select the intended company before inviting someone.
Invite a colleague
Start with the invitation, then verify acceptance and workspace access.
- Open the company or Users page and choose Invite users.
- Enter the colleague's email address.
- Select an active workspace role that matches their responsibilities.
- Add any other recipients, then send the invitations.
The recipient follows a signed email link. New users register with the invited email and choose their own password; existing users sign in with that email. Acceptance adds company membership and applies the selected role.
Nviti reuses a pending invitation for the same email, company, and workspace. People who already belong to that company are skipped.
Review access
Roles are configured in your workspace. Review their actual permissions instead of assuming that a role called “Agent,” “Editor,” or “Viewer” always has a fixed set of capabilities. See Roles and Permissions.
When someone leaves, review their company memberships, invitations, roles, and integration credentials. Removing membership from one company is separate from deleting the person's account and does not necessarily remove access to other companies.
See Users for the workspace user directory and Companies for business settings.