Set up your account

Invited to an existing workspace? You can skip this article — it covers company setup, which your administrator has already done. Start with Key concepts instead.

1. Create a role first — you cannot add users without one

Users must be assigned a role (a set of permissions) when they are added, so the first step is defining at least one role.

1. Go to Company → Users and press New role.
2. Name the role (for example “Editor” or “Client viewer”) and tick the permissions, grouped by area: files, folders, links, company administration.
3. Save. Now the role can be assigned when you invite users.

2. Set up your sections

Your workspace starts with one default section called “My Section” — but you are not limited to it. Sections are separate work areas (per team, client or business line), and each user only sees the sections you assign to them.

1. Create more sections from either place: the sections dropdown in the top bar (next to the search box) → New section, or Company → Sections → New section.
2. Give each section a name and a color so it is easy to recognize on folders.
3. Assign users to sections: on the Sections page press Users on a section, or tick the sections directly in the user dialog when inviting or editing someone.

3. Add your users

With roles and sections ready, invite the team — each person gets a role (what they can do) and sections (what they can see). See Users & roles.

4. Brand your workspace

1. Open the Company menu in the top bar and choose Settings.
2. Under Company logo, upload your logo — it replaces the Nivlo logo in the top bar for everyone in your company.
3. Under Company info, fill in your company details and save.