Account Management
User Management
Managing your profile, organization, and team settings
Navigator provides comprehensive user management features to help you control access, manage teams, and maintain security across your organization.
Your User Profile
Personal Information
Your profile contains:
- Display Name: How you appear to others
- Email: Primary contact (from SSO)
- Bio: Optional description
- Avatar: Profile picture
Managing Your Profile
- Click your avatar in the top-right corner
- Select "Profile Settings"
- Update your information
- Click "Save Changes"
Organization Management
Admin Required
Organization settings require admin permissions.
Organization Roles
Navigator has two primary organization roles:
| Role | Permissions |
|---|---|
| Admin | • Manage billing • Invite/remove users • Configure integrations • Access all teams and projects • Manage organization settings |
| Member | • Create teams and projects • Access assigned teams • Use approved integrations • Collaborate on shared content |
Inviting Users
Access Organization Settings
Navigate to Settings → Organization → Members
Click Invite Members
Select "Invite Members" button
Enter Email Addresses
Add one or more email addresses
Set Role
Choose Admin or Member role
Send Invitations
Click "Send Invites" to email invitations
Managing Members
From the Members page, admins can:
- View all organization members
- Change user roles
- Remove users from the organization
- See last activity timestamps
- Filter by role or status
Team Management
Creating Teams
- Navigate to the Teams page
- Click "Create Team"
- Enter team details:
- Name: Clear, descriptive name
- Description: Team purpose
- Avatar: Optional team icon
- Add initial members
- Click "Create"
Team Roles
| Role | Permissions |
|---|---|
| Team Admin | • Add/remove members • Manage team settings • Create projects • Delete team |
| Team Member | • Access team projects • Create chats • View team resources |
Adding Team Members
Users must be part of your organization before adding to teams.
- Go to team settings
- Click "Members" tab
- Select "Add Members"
- Choose from organization members
- Set their team role
- Confirm addition
Access Control Best Practices
Principle of Least Privilege
- Grant minimum necessary permissions
- Start with member roles, elevate as needed
- Regularly review access levels
Team Structure
- Create teams that mirror your organization
- Use descriptive names
- Document team purposes
- Assign clear owners
Regular Audits
- Review member lists monthly
- Remove inactive users
- Update roles as responsibilities change
- Document access changes
Security Features
Single Sign-On (SSO)
Navigator uses enterprise SSO through WorkOS:
- Google Workspace
- Microsoft Azure AD
- Okta
- Custom SAML providers
Session Management
- Automatic timeout after inactivity
- Force logout from all devices
- Session activity logs
Audit Logs
Admins can view:
- Login attempts
- Permission changes
- Data access logs
- Configuration changes
Personal vs Shared Resources
Personal Teams & Projects
Every user automatically gets:
- A personal team (private to them)
- Ability to create personal projects
- Full control over personal resources
Shared Resources
- Created within organizational teams
- Access controlled by team membership
- Collaboration features enabled
- Centralized management
Multi-Organization Support
Users can belong to multiple organizations:
Switching Organizations
- Click organization name in sidebar
- Select "Switch Organization"
- Choose from available organizations
Organization Isolation
- Data is completely isolated between organizations
- No cross-organization access
- Separate billing and settings
- Independent user roles
Troubleshooting
Can't Access a Resource
- Verify organization membership
- Check team membership
- Confirm project access
- Contact team admin
Missing Permissions
- Check your organization role
- Verify team role
- Request elevation from admin
- Review access policies
Invitation Issues
- Check spam folder
- Verify email address
- Ensure not already member
- Contact support if needed