Adding Users — Account & Organization

Users in Enlivy can represent companies, clients, suppliers, distribution partners, employees, accountants, or any other contacts your organization works with.

This guide covers the two available ways to add a company user:

Looking up a Romanian company automatically
Entering the company details manually

Open the Users dashboard

From the Enlivy dashboard, click Users in the left navigation menu.

If you haven’t added any users yet, the page will be empty.

From here, you’ll be able to create, edit, and manage all users within your organization.

The Users dashboard in Enlivy before any users have been added — Empty Users dashboard.

Create a company user

Click Add User in the upper-right corner of the page.

Choose Company, then click Continue.

The Add User step asking Who are you adding, with Person and Company cards and Company selected — User type selection screen.

Option 1 — Look up a Romanian company

Enlivy can automatically retrieve public information for companies registered in Romania.

Choose Look the company up, then click Continue.

The Add User step offering to look the company up automatically or enter the details manually — Choose how to add the company.

Enter the company’s CUI

Enter the company’s CUI and click Look Up.

Enlivy will search the Romanian public registry and retrieve the available company information.

Automatic company lookup is currently available only for Romanian companies.

The Look up the company step with Romania preselected from the timezone and a registration number field for the company CUI — Company lookup screen.

Confirm the company

Review the information returned by Enlivy.

If this is the correct company, click Use this company.

The company lookup result showing the matched company with its legal form, address, CUI, VIES number and registration number, above a Use this company button — Company lookup results.

Select a user role

Choose how this company should be used throughout Enlivy. Examples include:

Supplier
Client Company / Organization
Distribution Partner

If your organization has custom user roles, they’ll also appear here.

Click Confirm Role.

The Add User role selection step listing the roles a company can be assigned — Role selection screen.

Review the company information

Most information will already be completed automatically after the lookup.

Review the details, make any necessary changes, then click Add User.

The Add User form after a lookup, with Details, Organization Information and Address sections prefilled from the public registry — Review company information before adding the user.

Review company information before adding the user.

Option 2 — Enter the company details manually

If automatic lookup isn’t available, or you’d rather enter the information yourself, choose Enter the details myself and click Continue.

The Add User step with the option to enter the company details manually selected — Manual company creation option.

Select a user role

Choose the role you want to assign to the company — for example Client Company / Organization, Supplier, or Distribution Partner — then click Confirm Role.

The role selection step shown when creating a company manually — Role selection for manually created companies.

Role selection for manually created companies.

Complete the company information

Fill in all required information for the company.

User Role: Determines how this user is categorized throughout Enlivy. This affects organization, filtering, and how the user appears across different modules.
Country: The country where the company is legally registered.
Locale: The default language used for this user.
Time Zone: The timezone associated with the company. This is used when displaying dates and timestamps.
Name: The legal company name.
Email: The company's primary contact email address.
Phone Number: A contact phone number for the organization.

Organization Information

Legal Structure (Type): Select the legal entity type for the organization, such as LLC, Inc., SRL, or other structures available for the selected country.
Company Number: The official registration number assigned by the country's business registry.
Employer Identification Number (EIN): An optional tax identification number used in countries such as the United States.
VIES Number: The company's VAT identification number used within the European Union.
EORI: An optional Economic Operators Registration and Identification number used for customs procedures.
Has Stripe Customer: Enable this option if the company already exists as a customer in Stripe.
Avatar: Optionally upload a company logo or profile image.

Address

Provide the company’s registered business address.

Region: The state, province, or administrative region.
City: The city where the company is located.
ZIP Code: The postal or ZIP code.
Address Line 1: The primary street address.
Address Line 2: Additional address information, such as building, floor, suite, or apartment number.

After reviewing all information, click Add User.

The company will immediately become available throughout Enlivy and can be selected in invoices, contracts, proposals, projects, and other modules.