> ## Documentation Index
> Fetch the complete documentation index at: https://developer.novacpayment.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Teams

> Learn how to manage roles and permissions to securely add new team members to your Novac Dashboard.

## 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 member’s tasks.

## Create a new Role

Follow the steps below to create a new role.

<Steps>
  <Step title="Step 1 - Log in to your Novac Dashboard">
    Sign in to your [Novac Dashboard](https://app.novacpayment.com) using your registered account credentials.
  </Step>

  <Step title="Step 2 - Navigate to the Settings tab">
    From the side menu, navigate to the Settings tab and click on "Roles and Permissions".

    <Frame>
      <img src="https://mintcdn.com/novacpayment/0MgkTFTF1dOmb16m/images/roles-1.png?fit=max&auto=format&n=0MgkTFTF1dOmb16m&q=85&s=d1f8166cc25e3f2b49c186fb0690b631" alt="Navigate to Roles and Permissions on Novac Dashboard" width="2768" height="1286" data-path="images/roles-1.png" />
    </Frame>

    By default, an "Administrator" role is automatically created for the business account owner.\
    This role has full permissions and manages all account-level settings.\
    To add a new role, proceed to the next step.
  </Step>

  <Step title="Step 3 - Click the ‘Create New Role’ button">
    Click on "Create New Role" to begin creating a custom role for your team member.

    <Frame>
      <img src="https://mintcdn.com/novacpayment/0MgkTFTF1dOmb16m/images/roles-2.png?fit=max&auto=format&n=0MgkTFTF1dOmb16m&q=85&s=4cbbcd6accf46986887b9f0bfb723560" alt="Create a new role on Novac Dashboard" width="2192" height="1278" data-path="images/roles-2.png" />
    </Frame>

    You’ll be redirected to a page where you can enter the **Role Title** and **Description**.\
    Once completed, click "Proceed to Permissions" to continue.

    <Frame>
      <img src="https://mintcdn.com/novacpayment/0MgkTFTF1dOmb16m/images/roles-3.png?fit=max&auto=format&n=0MgkTFTF1dOmb16m&q=85&s=c5a7a279c2f0ea95ae8b149229bbd24f" alt="Proceed to role permissions on Novac Dashboard" width="2188" height="1382" data-path="images/roles-3.png" />
    </Frame>
  </Step>

  <Step title="Step 4 - Select permissions for the role">
    On this page, select the specific permissions you want to assign to the new role.\
    Carefully choose the permissions that align with the team member’s responsibilities.

    <Frame>
      <img src="https://mintcdn.com/novacpayment/0MgkTFTF1dOmb16m/images/roles-4.png?fit=max&auto=format&n=0MgkTFTF1dOmb16m&q=85&s=b2c25b52a3552d1a2584c1aeb35b9454" alt="Select permissions for a new role on Novac Dashboard" width="2194" height="1236" data-path="images/roles-4.png" />
    </Frame>
  </Step>
</Steps>

## 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.

<Frame>
  <img src="https://mintcdn.com/novacpayment/0MgkTFTF1dOmb16m/images/invite-team.png?fit=max&auto=format&n=0MgkTFTF1dOmb16m&q=85&s=cf84eb40c4bd18219bf0f7b770e57ae9" alt="Invite a team member" width="2184" height="1412" data-path="images/invite-team.png" />
</Frame>
