Overview
Roles in the Novac Dashboard help you define and manage the level of access each team member has to your business account.By creating custom roles, you can assign specific permissions based on responsibilities ensuring that only authorized users can perform sensitive actions such as initiating payouts, managing transactions, or viewing reports. The Administrator role is automatically created for the business account owner and has full permissions by default.
If you want to delegate specific responsibilities without granting full access, you can create a new role and assign only the permissions required for that team memberâs tasks.
Create a new Role
Follow the steps below to create a new role.Step 1 - Log in to your Novac Dashboard
Sign in to your Novac Dashboard using your registered account credentials.
Step 2 - Navigate to the Settings tab
From the side menu, navigate to the Settings tab and click on âRoles and Permissionsâ.
This role has full permissions and manages all account-level settings.
To add a new role, proceed to the next step.
This role has full permissions and manages all account-level settings.
To add a new role, proceed to the next step.
Step 3 - Click the âCreate New Roleâ button
Click on âCreate New Roleâ to begin creating a custom role for your team member.
Once completed, click âProceed to Permissionsâ to continue.
Once completed, click âProceed to Permissionsâ to continue.
Invite a Team Member
After successfully creating a team role, click to view the details to manage the role and see its associated permissions. From this page, you can either invite a user via email to assign them to the role or remove an existing member as needed.