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Inviting team members and assigning roles

Invite your team, set permissions per product, and use SSO if you have it.

4 min read

Novrex uses role-based access control with per-module granularity. A single user can be an Admin in Marketing, a Viewer in ERP, and have no access to Analytics.

Inviting users

Go to Settings → Team → Invite. Enter the email address, choose roles per product, and send. Invitations expire after 7 days.

Standard roles

  • Owner — full access, including billing and workspace deletion. There is exactly one Owner per workspace.
  • Admin — full access except billing and workspace settings.
  • Editor — can create and modify records in modules they are granted access to.
  • Viewer — read-only.
  • Custom — for nuanced needs, build a role from individual permissions.

Multi-outlet permissions

If your workspace has multiple outlets, every role can be scoped per outlet. A common setup: outlet managers are Admins for their own outlet and Viewers across the rest.

SSO and SCIM

Enterprise plans include SAML SSO (Okta, Azure AD, Google Workspace) and SCIM provisioning. Configuration takes 15 minutes and is documented under Settings → Security → SSO.

Still need help?

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