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Team members

docs/platform/account/manage-members.mdx

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You can manage the members of your organization from the Settings page in your Novu dashboard. From there, you can assign responsibilities, manage permissions, and control access to workflows and other features.

For an overview of how organizations work—including creating orgs, switching between them, and verified domains—see Organizations.

Only members with the Owner role can invite or manage members.

Invite a new member to your organization

<Steps> <Step title="Open Team settings"> In the dashboard, go to **Settings** > **Team** </Step> <Step title="Click Invite"> You can do this from the **Members**, **Invitations**, or **Requests** tab. </Step> <Step title="Enter email address"> Enter the member’s email address into the email field provided. </Step> <Step title="Assign a role (optional)"> (Optional) Assign a role to the new member. If no role is selected, then the member is assigned the **Viewer** role by default. </Step> <Step title="Send invitation"> The invited user appears under **Invitations** until they accept. </Step> </Steps>

The invited user appears under the Invitations tab until they accept. Once accepted, they automatically move to the Members tab.

Add a verified domain for automatic or request-based onboarding

You can simplify member onboarding by allowing users with your organization's email domain to join automatically or request to join your Novu organization.

<Steps> <Step title="Open Organization settings"> In the dashboard, go to **Settings** > **Organization** </Step> <Step title="Open Verified Domains"> Scroll to the **Verified Domains** section. </Step> <Step title="Add a domain"> </Step> <Step title="Enter the email domain"> </Step> <Step title="Save the domain"> </Step> <Step title="Confirm verification"> Confirm the verification process, if prompted. </Step> </Steps>

Once added:

  • Anyone who signs up using a verified domain can either join automatically or send a request to join, depending on your organization’s configuration.
  • These users are assigned the Viewer role by default.
<Note> Only users with non-public domains (for example, not `gmail.com`) can be auto-joined. You must have at least one Owner from the domain before it can be verified. </Note>

Revoke a pending invitation

You can revoke an invitation if a user hasn't accepted it yet. Revoking an invite immediately makes the link invalid.

<Steps> <Step title="Open Team settings"> In the dashboard, go to **Settings** > **Team**. </Step> <Step title="Open Invitations tab"> </Step> <Step title="Open the actions menu"> In the **Actions** column, click the (⋯) menu next to the user whose invite you want to revoke. </Step> <Step title="Revoke the invitation"> </Step> </Steps>

<Note> You can still send a new invitation after revoking the previous one. </Note>

Manage join requests

Users with a verified email domain can request to join your Novu organization. Only owners can approve or decline these requests.

<Steps> <Step title="Open Team settings"> In the dashboard, go to **Settings** > **Team**. </Step> <Step title="Open Requests tab"> Pending join requests from verified domains appear here. </Step> <Step title="Review join requests"> Review the list of users who have requested to join your organization. </Step> <Step title="Open the actions menu"> In the **Actions** column, click the (⋯) menu next to their name. </Step> <Step title="Accept or decline"> Approved users are added with the **Viewer** role by default. </Step> </Steps>

Users who are approved will be added to your organization and assigned the Viewer role by default.

Update a member's role

You can update a member's role to control what they can access and manage within your organization. Only Owners can change roles.

<Steps> <Step title="Open Team settings"> In the dashboard, go to **Settings** > **Team**. </Step> <Step title="Open Members tab"> </Step> <Step title="Find the member"> Find the user whose role you want to change. </Step> <Step title="Open the role list"> In the **Role** column, click the list next to their current role. </Step> <Step title="Select a new role"> Choose from the [available account roles](/platform/account/roles-and-permissions). </Step> </Steps>

<Note> The last owner of an organization cannot have their role changed. Every organization must have an owner. </Note>

Remove a member from your organization

You can remove members who no longer need access to your Novu organization. This action immediately revokes their access to your organization dashboard and signs them out. Only owners can perform this action.

<Steps> <Step title="Open Team settings"> In the dashboard, go to **Settings** > **Team**. </Step> <Step title="Open Members tab"> </Step> <Step title="Find the member"> Use search or scroll the member list to locate them. </Step> <Step title="Open the actions menu"> Click the action menu (⋯) next to their name. </Step> <Step title="Remove the member"> This immediately revokes their access and signs them out. </Step> </Steps>

<Note> The owner who created the organization cannot be removed. Members can also leave your organization. </Note>