Your Alva account supports multiple team members with different levels of access — you control who can do what from Settings → Team.
Roles
Every team member is assigned one of four roles:
| Role | What they can do |
|---|
| Admin | Full access to everything, including billing, team management, and all settings |
| Manager | Full CRM access with limited settings access |
| Sales Rep | CRM access; no admin or billing |
| VC | Read-only access to the VC portal only |
Inviting team members
- Go to Settings → Team.
- Click Invite member.
- Enter the person’s email address and select their role.
- Click Send invitation — they’ll receive an email with a link to join.
Invitations expire after 7 days. If someone hasn’t accepted in time, you can resend the invitation from the same page.
Managing your team
From Settings → Team you can:
- Change a team member’s role — admin only.
- Remove a team member — this revokes their access immediately.
- Cancel a pending invitation before it’s been accepted.
Tags help you categorise companies and contacts in your CRM. You can create and manage your tag list under Settings → Tags.
Set up your tags before you start adding companies and contacts — it’s much easier to apply them consistently from the start than to go back and tag everything later.
