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Every person on your team signs in to Eva with their own email and their own password. The role you give them decides which sections they see. All of this is managed in Settings, on the Members tab.

What you will get

Your team signs in to Eva with their own credentials, and each person lands only on the sections that belong to them.

Requirements

  • The Owner or Admin role in the workspace.
  • The Advanced Settings module turned on. With the Sales Rep role that tab is called My profile and shows only your own information.

The three roles Eva ships with

Eva includes three ready-made roles. The real difference is how far each one reaches into workspace administration.
A Sales Rep cannot open AI Agents, Advanced Settings, or Billing. This is the most common surprise: the person signs in and cannot find the agents section. If they need any of the three, give it to them through a custom role.

Where your team answers calls

WhatsApp calls ring in the selected person’s Eva app. A confirmed mobile may receive phone calls, but WhatsApp calls are answered inside Eva. Each member can check Where my calls ring in My account.

The modules a role decides

A role is a list of modules turned on or off. These are the modules Eva controls, grouped the way they appear on screen:
  • Core features: Inbox, Analytics, AI Agents.
  • CRM: Contacts, Opportunities, Automations, Calendars.
  • Administration: Advanced Settings, Billing.
The Sales Rep role turns on six of them: Inbox, Analytics, Contacts, Opportunities, Automations, and Calendars. The Owner is the exception to everything: those modules cannot be edited. The table on the Roles & Permissions tab compares the three roles module by module.
Module-by-role table: one column per role and a check on every module that role turns on.

Module by module, what each role turns on, on the Roles & Permissions tab.

Add a teammate

Eva sends an email invitation. The person chooses their own password when they accept it, so you never see it and never have to share one.
1

Open the team tab

In Settings, open Members and select Add teammate.
2

Enter their details

Fill in Full name and Email. Phone (optional) can be left empty. There is no password field: the invited person picks their own.
Form with Full name, Email, and optional Phone fields.

The first step of the form: name, email, and optional phone.

3

Continue to the role

Select Next. The Roles & Permissions screen appears.
4

Choose the role

Choose the Admin or Sales Rep card, or one of the roles you created. Each card shows the modules it turns on.
Three role cards, each listing the modules it turns on and the ones it leaves off.

The role cards on the second step; the chosen one stays highlighted.

5

Send the invitation

Select Send invitation. Eva confirms which address it went to.
Eva never shows you a password, because it never creates one. The invitation lasts 14 days and works once; the person chooses their own password when they accept it.

If your plan has no room for another user

When the plan has no room for another user, Eva does not block the operation. It shows you the price of an extra user before charging anything. What happens next depends on how you pay.
  • Paying by card: the Add a user dialog shows the price, and the button reads Add user. On confirmation the teammate is created right away.
  • Paying by invoice or transfer: the dialog reads We are sending you an invoice for (amount). Your capacity activates once we receive the payment. and the button reads Generate invoice. On confirmation Eva answers Invoice created. You’ll be able to add the member once the payment is confirmed. The teammate does not exist yet.
With invoice payment, the teammate is not created when you confirm, and Eva does not create them later on its own. Once the payment is confirmed the extra user is available, and you return to Add teammate with their details.

Create a role of your own

If none of the three roles fits, you can define your own. For example, a warehouse role with Contacts and Opportunities, without Automations.
1

Open the roles

In Members, open the Roles & Permissions tab.
2

Start the new role

Select Create new role. The editor opens.
3

Name it and pick its modules

Write the Role name and turn on the modules under Select the modules this role can access. The editor opens with every module on; turn off the ones that do not belong.
Role editor with the Role name field and a list of modules, each with its own switch.

The new-role editor: the name at the top and one switch per module.

4

Save

Select Save. The role appears as one more card when you add or edit a teammate.
When you edit a role of your own, Eva reapplies its permissions to every teammate who has it assigned. There is no need to touch each person one by one.

Choose each teammate’s backup

When a customer of a teammate is still waiting, If no one replies (in the agent’s behavior) alerts that person first and then their Backup. In the Members list, under each name, the Backup line says who it is.
  • If no one was chosen, the backup is the Admins.
  • The account owner and admins change it with Change. Each person you tick saves right away; Admins (default) goes back to the usual value.
  • Only people who can see that teammate’s chats are listed.
  • Each teammate sees their own backup without being able to change it.
Being a backup does not change who the chat is assigned to or grant new permissions: it only decides who gets the second alert.

Remove or restore a teammate

Removing someone archives their account, it does not delete it. Before you confirm, Eva shows how much work they have assigned and lets you hand it to someone else.
1

Open the dialog

On the teammate’s row, in the Roles & Permissions column, select the trash icon next to the role. Eva lists their conversations, companies, contacts, opportunities, upcoming events, and calendar resources.
Dialog counting the assigned conversations, contacts, and opportunities, above the reassign list.

Before you confirm, Eva shows the assigned work and who can take it over.

2

Decide who keeps their work

Under Reasignar a (reassign to), choose another active teammate or leave Dejar sin asignar (leave unassigned).
3

Confirm

Type the person’s exact email and select Eliminar miembro (remove member).
This dialog is still in Spanish in the English interface. The section for the next 7 days reads Recientemente eliminados (7 días) (recently removed, 7 days) and shows that person with a “Restaurar” (restore) button. After 7 days that button no longer restores the account.
Restoring gives back access, role, and permissions, but it does not undo the reassignment. Whatever you handed to another person stays with that person.

How to know it worked

Eva confirms “Invitation sent” with the address. The teammate appears in the Members list once they accept the invitation and set their password, not before.
Member list with each person's email, phone, Active label, and assigned role.

Each row shows the status and, on the far right, the assigned role.

A change of role or permissions takes up to 45 seconds to apply, because Eva keeps permissions in memory for that long. If the person tests right away, they can still see the old view. Wait a minute and ask them to reload the page before reporting a fault.

If something goes wrong

Permissions are saved instantly, but Eva keeps them in memory for up to 45 seconds. Wait a minute and ask them to reload the page. If nothing changes, check which role was saved on their Members row.
That button is for the Owner and for Admin users who also have the Advanced Settings module. With the Sales Rep role the tab is called My profile.
The message is There’s no room for another user on your plan. Add a user from Settings → Plan or remove an active member. You can add a paid user or remove someone who no longer participates.
The Sales Rep role does not include AI Agents. To give it to them, create a role of your own with that module turned on and assign it.

Next steps

Limit what each sales rep sees

Check your usage and credits