🧑‍🤝‍🧑 Inviting Team Members & Permissions

Venva allows you to invite team members into your workspace and assign permissions during onboarding. This makes it easy to delegate parts of your operation while keeping control over what each user can access.

You can invite team members by email, phone, or invitation link, then assign the permissions that match their role before they join.

Inside Invite Team Member, you can:

This helps you onboard traders, employees, and administrators in a structured way from one place.

Venva supports multiple ways to invite team members, depending on how you want to onboard them.
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You can send an invitation directly to the team member’s email address or phone number.
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Venva can generate an invitation link that you can copy and share manually.

This is useful when you want to onboard someone quickly through your own communication channel.
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Venva lets you invite team members by email, phone, or invitation link from one onboarding page.

When sending an invitation, Venva allows you to assign permissions before the team member is added to your workspace.

You can optionally pre-select from role groupings such as:

From there, you can select roles to the areas of Venva the team member should be allowed to use.

These may include workspace permissions such as:

Depending on the role, administrator-level permissions may also be available.

This allows you to tailor access before the invitation is accepted.

Permissions can be assigned during onboarding so team members only receive the access they need.

When inviting a team member, you may also have the option to require two-factor authentication.

If enabled, the invited team member must complete two-factor authentication setup when creating their account.

This adds an extra layer of security during onboarding, especially for users who will handle sensitive areas of your workspace.

The Invitation History tab shows the status of invitations that were sent or generated from your workspace.

This may include records such as:

This gives you a clear audit trail of who was invited and what happened next.
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Invitation History helps you track sent invitations, generated links, and accepted onboarding activity.

Once a team member accepts the invitation and joins your workspace, they appear in the My Team section.

From there, you can review team details such as:

You can also open the team member’s available actions and view activity where supported.
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After joining, team members appear in My Team where you can monitor access, activity, and account status.

The permissions selected during invitation are the starting point for that team member’s access. If needed, you can later revise or expand their permissions based on how their role changes inside your operation.

For a more detailed breakdown of what each permission controls, see the related permissions article below.

Team onboarding is one of the foundations of Venva’s delegation model. By inviting team members with the right permissions from the start, you can scale your operation more safely, reduce access mistakes, and give each user the access they actually need.