Use this guide to assign or update account-level roles for team members in your Navexa Pro account.
How Team Member Roles Work
Team member roles control account-level access in your Pro account.
Assigning a role can also give that team member client access. That means roles do more than just define admin permissions.
If you need to control which clients a team member can work on, review their client access after assigning the role.
Available Roles
Account Owner
Account Owner is for someone who should have ownership-level access to the account.
Use this role carefully. It is intended for users who need to manage users, billing, and other owners on the account.
Account Administrator
Account Administrator is for someone who should be able to administer user access.
Use this role when the person needs admin control over team access, but does not need ownership-level control of the account.
How To Add Roles
Open Settings.
Select Team Members.
On the team member you want to update, click Actions then Edit.
In the Update User window, go to User Permissions.
Tick Account Owner, Account Administrator, or both, depending on the access they need.
Click Update User.
The role change will apply once you save the update.
Once the team member has been added, open their user record and assign the required role.
Common Questions
Why can’t I add roles when creating the team member?
The Add Team Member window is only used to create the user. Account-level roles are assigned after the team member has been added.
Do team member roles give access to client portfolios?
Yes. Assigning a team member role can also give that person client access.
If you need tighter control over which clients they can access, review their client permissions after assigning the role.
When should I use each role?
Use Account Owner for people who should help run the account itself.
Use Account Administrator for people who should manage team access without being treated as an account owner.