Add a team member

Invite a person by email or text message, choose their roles, and check invitation delivery.

In the sidebar, open Administration, then choose Team & Roles under Team & Access. The page address is /settings/org/users. The page heading reads Team members.

Before you start

• Your admin has to give your role permission to add users, and permission to view roles so you can pick the new person's roles.
• Your plan sets a user limit. Active users and pending invitations both count toward it.
• This page invites people. To add an AI teammate, use AI Teammates instead; see Add an AI teammate.

Steps

1. Press Add user. The Add user drawer opens.
2. Type an Email, a Phone number, or both.
3. Under Send invitation via, choose Email or Text message. Nova sends through only that method. Text messages come from Nova's system number; emails come from Nova's notification address.
4. Type their First name and Last name.
5. Under Permissions, turn on at least one role. Each role shows a line about who it is for. Roles decide what the person can see and do; see Choose the right built-in role for a team member if you are not sure which one fits.
6. If you are adding several people, turn on Keep this drawer open so the drawer stays put after each one.
7. Press Add. Nova sends the invitation using your chosen method and the drawer shows Invite sent, Invite expires and the Invitation URL.
8. If delivery fails, press Copy invitation URL and send the link yourself.

What you see

• The new person appears in the list with an Invite pending tag beside their name until they accept. Someone who already has a Nova account accepts with their existing sign-in; someone new sets up their account from the link. A phone-only invite asks for a sign-in email during setup. Accepting a text invitation does not verify that email.
• Each person's row has an Actions menu with Edit roles, Invitation details or Edit details, and Revoke invitation or Revoke access. See Change or remove a team member's access.
• AI teammates are listed with your people. They carry an AI tag and their title beside the name, and their only action is Manage AI teammate, which opens the AI Teammates page where their roles, hours and limits live.
• Use Search members to find someone, and the columns button to add columns such as Status, Employee ID or Roles (all).

If something looks different

• Opening someone else's invitation while you are signed in shows which email the invitation belongs to. You can return to your workspace or sign out to continue with the invited account. To read help first, select Contact at the bottom, then Help; this keeps your current sign-in and workspace.
• Add user is greyed out with "User limit reached.": remove a user or revoke a pending invitation before adding another, or upgrade your plan.
• Add refuses with "This user already exists in the organization." or that they have already been invited: search the list instead.
• The Permissions list says role visibility is required: your role can add users but cannot see roles. Ask your admin.
• The Owner role is not in the list: only Nova support can give someone the Owner role.
• The invitation never arrived: open Invitation details on the row and press Copy URL to send the current link yourself. If it has passed Invite expires, revoke the invitation and add the person again.

Open Team & Roles