Nova Help

Change or remove a team member's access

Change which roles a team member has, update their work details and employee ID, or revoke their access to your organization when they leave.

Updated in release 0.0.1 Needs permission from your admin Open this page in Nova

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 edit user roles, and permission to view roles to see the list of roles.
  • Revoking someone's access is recorded in the audit log, and Nova asks you why.

Steps

To change someone's roles:

  1. Find the person with Search members and open the Actions menu on their row.
  2. Choose Edit roles.
  3. Under Assigned roles, turn roles on or off. Each role shows a line about who it is for. A person needs at least one role.
  4. Press Save roles. The assigned roles update in the drawer.

To update their details:

  1. From the Actions menu, choose Edit details (or select the person's row). The Edit team member drawer opens.
  2. Change First name, Last name, Work email, Work phone or Employee ID, then press Save changes. Employee ID cannot be left blank. These details apply only in this organization; the person's sign-in email and security settings stay under their own profile. Clear a work email or phone to use the one on their profile again.

To remove someone from the organization:

  1. From the Actions menu, choose Revoke access (or Revoke invitation for someone who has not accepted yet).
  2. Read the named warning. A red action confirms access removal. If the person has upcoming assignments you can Review Schedule before confirming. Pick a Reason category and add a note when your organization asks for one, then press Revoke access.

What you see

  • Revoking access takes away the person's roles, overrides and branch access in this organization straight away. Their Nova account and the history of what they did are kept.
  • Edit roles has an Advanced overrides link for a one-off permission a role does not cover; see Give one person a permission their role does not have.
  • Your own row is marked (You).
  • An AI teammate's row offers only Manage AI teammate. Its roles, hours, pause and retire are on the AI Teammates page; see Pause or retire an AI teammate.

If something looks different

  • Save roles refuses because it would remove your own ability to manage users: you are editing yourself. Ask another admin to make the change.
  • The Owner role is not in the list, and the drawer says "Protected roles cannot be removed. Contact a platform admin.": the Owner role is managed by Nova support. Saving other roles leaves a person's Owner role in place.
  • Edit roles is missing from the menu: your role can see the team but not change roles, or the person has not accepted their invitation yet. Roles for a pending invitation are set when you add the person.

Open Team & Roles

Both the details and roles drawers offer Copy link. The link opens the same person in the same organization after a reload. Edit roles and Edit details let you switch between the drawers. Unsaved changes offer saving, discarding or staying to edit.

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