Manage organization members

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.

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

Invite a new member to your organization

1. In the dashboard, go to Settings > Team
2. Click Invite. You can do this from the Members, Invitations, or Requests tab.
3. Enter the member’s email address into the email field provided.
4. (Optional) Assign a role to the new member. If no role is selected, then the member is assigned the Viewer role by default.
5. Click Send invitation.

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.

1. In the dashboard, go to Settings > Organization
2. Scroll to the Verified Domains section.
3. Click Add Domain.
4. Enter the email domain you want to verify (for example, novu.co) into the email field provided.
5. Click Save.
6. Confirm the verification process, if prompted.

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.

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.

1. In the dashboard, go to Settings > Team.
2. Click the Invitations tab to view all pending invites.
3. In the Actions column, click the (⋯) menu next to the user whose invite you want to revoke.
4. Click Revoke invitation

Manage join requests

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

1. In the dashboard, go to Settings > Team.
2. Open the Requests tab.
3. Review the list of users who have requested to join your organization.
4. In the Actions column, click the (⋯) menu next to their name.
5. Accept or decline their request.

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.

1. In the dashboard, go to Settings > Team.
2. Click the Members tab.
3. Find the user whose role you want to change.
4. In the Role column, click the list next to their current role.
5. Select a new role from the list of available account roles.

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.

1. In the dashboard, go to Settings > Team.
2. Click the Members tab.
3. Find the member you want to remove.
4. Click the action menu (⋯) next to their name.
5. Click Remove member.