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Documentation Index

Fetch the complete documentation index at: https://docs.navnx.com/llms.txt

Use this file to discover all available pages before exploring further.

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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

RoleDescription
SurgeonFull access to all features, including organisation settings, team management, and all cases.
StaffLimited access based on assigned permissions. Can view and contribute to cases but cannot manage organisation settings or team members.

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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

ActionDescription
Copy link (link icon)Copies the invitation URL to your clipboard for manual sharing.
Resend (refresh icon)Regenerates the invitation code, resets the 30-day expiry, and sends a new email to the invitee.
Cancel (X icon)Deletes the invitation. The link is invalidated immediately.

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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.