Users (User Management)

Overview
Who Can Manage Users
Create a New User
Role Assignment
Deactivate a User
Reset a User's Password

Overview

Navix offers self-service User Management, giving Tenant Admins the ability to manage users directly within the application — no support ticket required. This update allows your team to create users, update roles, deactivate access, reset passwords, and view other users within your tenant environment.

• Eliminates the need to submit support tickets for common user updates
• Reduces turnaround time
• Gives your team full control over user access
• Improves visibility into your tenant environment

Our goal is to make managing your Navix environment fast, secure, and entirely in your control.

Who Can Manage Users?

Users with the Tenant User Admin role can manage users for their specific tenant environment(s).

 

 

Create a New User

Tenant User Admins can create new users and assign appropriate roles. Tenant Admins can also update the same information below on existing user profiles.

When creating a user, you can configure:

• First Name

• Last Name

• Email

• Phone

• Time Zone

• Role

• Associated Tenant(s)
  
  
  

  
  
  

Role Assignment

Standard roles include:

• Assign Ownership - allows a user to filter invoice grids for owned records

• Tenant - provides general access to the application within a tenant environment, including access to reports

• Tenant Pre Bill - grants access to Customer Billing queues for review and approval of orders/documents

Additional roles (may be available depending on your configuration):

• Flex Rules (Read Only) - gives users read only visibility to current invoice and order rules and work instructions

• Tenant Admin - provides administrative capabilities, including user management, charge codes and dispute templates.

Note: Users can only be assigned to tenant environments that the Tenant User Admin has access to.

 

Time Zones

All available time zones are listed in the dropdown. For convenience, the most commonly used time zones appear at the top:

• EST

• CST

• MST

• PST

• UTC

 

Deactivate a User

If a team member no longer requires access, Tenant User Admins can deactivate their account.

Deactivating a user immediately removes their access to Navix while preserving historical data and activity records.

 

Reset a User’s Password

Tenant User Admins can reset passwords for users within their tenant by selecting the Reset Password (lock icon) next to the user.

Previously, users could only reset their own password from the main Navix login page. Now, Tenant Admins can initiate password resets directly from User Management.

View Other Users in Your Tenant

Tenant users can now see other human users within their tenant environment.

This improves visibility and team collaboration.

Improved Error Messaging

If you attempt to create a duplicate user or perform an action that is blocked, Navix now displays a clear error message explaining why the action cannot be completed.

This helps prevent confusion and ensures faster resolution.

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🙋 Need Help?

Submit a ticket through the Navix Support Center.