Multi-user guide to your Narvi Business Account
Narvi allows you to add multiple users to one account. This guide will explain how to add multiple users as an admin and how you can accept an access invitation as a user.
Adding Multi-Users as an Admin
In a Narvi account, there are different levels of access: ‘admin’, ‘transfer preparer’, and ‘viewer’. To add a user you must be an admin.Use these instructions if you- are account owner and are inviting other stakeholders to manage the account with you,
- have applied for a Narvi account on behalf of your client and are now sharing access with the account owner.
Step 1: Go to ‘Team Members’First, log into your business account, then click ‘Manage company’ on the sidebar on the left-hand side.
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Once you’re in the ‘Manage company’ section, go to ‘Team members’.
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Then, to add a new user, click ‘+ Invite’.
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Step 2: Provide the New User’s DetailsProvide the email address and phone number of the user you want to add.
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Then select the type of access you’d like them to have.
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The new user has 72 hours to accept your invitation or else it expires. If it expires, you can simply re-invite them.Accepting a Multi-User Access InvitationContinue to read instructions on how to accept an invitation to join a Narvi business account.What are multi-user (joint) business accounts?
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