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Team Management

Navigate to Settings > Team to manage the people in your organisation. Only users with the Surgeon role can invite and manage team members.

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Viewing Team Members

The team page lists all members of your organisation with:
  • Name and avatar initials
  • Email address
  • Role (Surgeon or Staff) — editable via dropdown for non-primary members
  • Speciality
The primary account holder is marked with a green badge and cannot be removed or have their role changed.

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Roles

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Changing a Member’s Role

To change a team member’s role, use the role dropdown in their row. The change takes effect immediately. The primary account holder’s role cannot be changed.

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Inviting a Team Member

1

Click Invite team member

Click the Invite team member button at the top of the team page.
2

Enter their details

Fill in the first name, last name, and email address.
3

Select a role

Choose Staff (limited permissions) or Surgeon (full access).
4

Send the invitation

Click Send invitation. An email is sent to the invitee with a link to accept the invitation. The invitee also appears in the pending invitations list.
NavNX is invitation-only. There is no self-registration. All users must be invited by an existing team member with the Surgeon role.

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Pending Invitations

Pending invitations appear below the team members list, showing:
  • Invitee name and email
  • Assigned role
  • Time since the invitation was sent
  • Days remaining until expiry (invitations expire after 30 days)

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Actions on Pending Invitations

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Accepting an Invitation

When you receive an invitation email (or link):
  1. Open the link in your browser. You will see the organisation name, inviter, and your assigned role.
  2. Enter your first name and last name (pre-filled if provided by the inviter).
  3. Set a password meeting the strength requirements (see Password Requirements).
  4. Click Create account & join.
  5. You will be redirected to the sign-in page to log in with your new credentials.
Invitation links expire after 30 days. If your link has expired, ask your organisation administrator to resend the invitation.

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Removing a Team Member

To remove a team member:
  1. Click the remove icon next to the member’s name.
  2. Confirm the removal in the confirmation prompt.
Removing a team member revokes their access immediately. The primary account holder cannot be removed. Case notes and contributions from removed members are retained.