Let’s first quickly cover user roles, as these play a key role in inviting new users to your account. At Holvi, we have different ‘user roles’, which determine what level of access someone has in your account. We have 3 levels.
Each Holvi account can have 1 creator (or owner) who manages other users.
Holvi user roles – How to manage account access
User role |
What they can do |
Creator |
|
Admin |
|
Editor |
|
How do I invite new users to my Holvi account?
Only creators can manage other users. Here’s how it works:
- Log in to your account at Holvi.com
- Go to your Account settings > Users > Invite user
- Fill in the form – new users will automatically be added to your account as editors. You can change their role once they verify their identity
💻 Add new users at Holvi.com
It's not possible to add new users from our mobile app. Instead, log in at Holvi.com to invite new people to your account.
Invite a brand new user
To invite a new Holvi user (someone who has never used Holvi before), enter their email address and mobile number. They’ll receive an email invite with a link to create an account.
All new users need to create their own Holvi profile and verify their identity before accessing your account. However, they are not required to open an account of their own.
Invite a user with an existing Holvi profile
If the person you’re inviting is already using Holvi, make sure you send the invite to the email address connected to their existing profile. We only allow one profile per person – and new users have to verify their identity, so there’s no way around this.
This person will receive an email and be able to log in to your account with their existing Holvi profile. They will not need to reverify their identity, as long as their existing login details are still valid.
Note on invitation expiry
Invites expire after 14 days. You can resend an invitation after the original one expires.
What happens after I invite someone?
When you invite someone, they’ll automatically be added to your account as editors. Before you can change their user role and grant them more account access, they’ll need to verify their identity. Once verified, you can change their role to admin and manage user roles.