Team & Access
Team members, roles and permissions, security policies.
- Add a team member
Invite a person by email or text message, choose their roles, and check invitation delivery.
- 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.
- Check why someone can or cannot do something
Pick a team member and a permission to see whether Nova grants it, which roles or overrides decide that, and what to change.
- Choose the right built-in role for a team member
Choose a built-in role for office or field work, including junior and senior technician choices, and give it to a team member.
- Create a role and choose its permissions
Make a role for a kind of team member, starting from a built-in role or from scratch, pick its permissions with module presets or one at a time, and save it.
- Find the right page for roles and permissions
Which Team & Access page to open to give someone a role, change what a role allows, make a one-person exception, or find out why someone is blocked.
- Give one person a permission their role does not have
Allow or deny a single permission for one team member on top of their roles, review what they end up with, and clear the exception when it is no longer needed.
- Require two-factor authentication for your team
Decide who in your organization must set up two-factor authentication and which verification methods they may use; the change saves as soon as you make it.
- Set how long customer links stay open
Choose the default expiry for links your team shares with customers, and decide whether links that never expire are allowed at all.