Every user in Novala is assigned a role that determines which parts of the platform they can access and what actions they can take. Novala ships with a set of built-in roles designed for the most common team structures, and admins can fine-tune permissions for any role at any time.Documentation Index
Fetch the complete documentation index at: https://developers.novala.ai/llms.txt
Use this file to discover all available pages before exploring further.
Built-in roles
Novala includes the following roles out of the box:Admin
Full access to all modules, settings, and data. Admins can invite users, manage roles, configure integrations, and modify any record.
Coordinator
Manages day-to-day operations: creating and assigning work orders, reviewing inspection results, managing scheduling, and sending invoices to customers.
Technician
Field-focused access. Technicians can perform inspections, update work order status from the field, and view their assigned schedule.
Sales
View leads, manage pipeline and contacts, and create quotes. Sales users do not have access to work orders, invoicing, or settings.
Default permission comparison
| Capability | Admin | Coordinator | Technician | Sales |
|---|---|---|---|---|
| Manage settings | Yes | — | — | — |
| Invite and manage users | Yes | — | — | — |
| View and edit contacts | Yes | Yes | — | Yes |
| Manage pipeline and deals | Yes | Yes | — | Yes |
| Create and send quotes | Yes | Yes | — | Yes |
| Create and assign work orders | Yes | Yes | — | — |
| Update work order status | Yes | Yes | Yes | — |
| Perform inspections | Yes | Yes | Yes | — |
| Review inspection reports | Yes | Yes | — | — |
| Manage scheduling | Yes | Yes | — | — |
| Send invoices | Yes | Yes | — | — |
| Access financial reports | Yes | — | — | — |
View and edit permissions
Navigate to Settings → Roles to see all roles and the full permission matrix. Permissions are organized by module. Each row in the matrix is a specific action (for example,inspection.create or invoice.send), and each column is a role. You can check or uncheck any permission for any non-admin role.
Open Roles settings
Go to Settings → Roles. You’ll see a table with roles as columns and permissions grouped by module as rows.
Find the permission you want to change
Use the search box at the top right to filter by module name or permission key. Permissions follow the format
module.resource.action — for example, calso.inspection.create or invoicing.invoice.send.The Admin role always has full access and cannot be modified. Changes to other roles apply immediately to all users assigned to that role.
Reading the permission matrix
The matrix uses color coding to help you understand the state of each permission:- Checked (default style) — the permission is enabled and was part of the role’s original defaults
- Checked (blue) — the permission was added as a custom override on top of the defaults
- Unchecked (orange border) — the permission is disabled but was part of the role’s original defaults, meaning it was explicitly removed
Assign a role to a user
Permission key reference
Permission keys follow the formatmodule.resource.action. The module prefix corresponds to the module name in Novala:
| Prefix | Module |
|---|---|
platform | Platform core |
contacts | Contacts |
calso | Inspections |
equipment | Equipment |
invoicing | Invoicing |
scheduling | Scheduling |
quoting | Quoting |
contracts | Contracts |
expenses | Expenses |
inventory | Inventory |
workflows | Workflows |
messaging | Messaging |
calso.inspection.create, invoicing.invoice.send, contacts.company.delete.