What it does
This is where you invite teammates into your organization, see who's already in (and who has a pending invite), and decide what each person is allowed to do. Roles in Nautis are flexible: you start with a set of ready-made roles like HR, Finance, Marketing, and Member, and you can create your own with a fine-grained checkbox grid covering every module in the app.
Who can use it
Owner and Admin can do everything described here — invite, remove, create roles, edit roles, delete roles.
Other members can see the Members tab and Roles & Permissions tab in read-only mode (if your role's permissions allow), but the Invite Member, Create Role, edit, and remove controls only appear for Owners and Admins.
Inviting members counts against your plan's team members limit. If you've hit that limit, the invite dialog shows a "Team Members Limit Reached" modal.
How to get here
Sign in and open your organization (click your org name in the sidebar, or use the Manage Team Members shortcut).
You'll land on the organization page with a tab bar across the top.
Click the Members tab to manage people, or the Roles & Permissions tab to manage roles.
Step-by-step: invite a new member
On the Members tab, click Invite Member in the top-right of the members list.
The "Invite Team Member" dialog opens. Fill in:
Email — the address of the person you want to invite. They'll get an email with a link to accept.
Role — pick from the dropdown. The default options are the seven system roles plus any custom roles you've created. Each role's description shows below the dropdown to help you choose.
Click Send Invitation.
You'll see "Invitation sent successfully" and a "Pending Invitations" table appears below the members list showing the new invite.
The invitee gets an email with a link. When they click it and sign up (or sign in if they already have a Nautis account), they're added to your organization with the role you picked.
If you've hit your plan's team members cap, you'll instead see a modal explaining the limit, with a path to upgrade.
Step-by-step: cancel a pending invitation
Scroll to the Pending Invitations section below the members list.
Find the row with the email you want to cancel.
Click Cancel on the right side of the row.
You'll see "Invitation cancelled successfully" and the row disappears. The invite link in their email will no longer work.
Step-by-step: change a member's role
On the Members tab, find the row for the person whose role you want to change.
Click the ... (more) button on the right of their row, then Update Roles.
The "Update Team Member" dialog opens, showing their current role.
Pick a new role from the Change Role dropdown (or Assign Role if they don't have one yet).
Click Update (or Assign).
You'll see "Role updated successfully" and the badge on their row reflects the new role.
A member can only hold one role at a time. Assigning a new role replaces their old one.
The Owner's Super Admin role can't be changed — if you try, the dialog explains why. To pass ownership, you'll need a different workflow (see FAQ).
Step-by-step: remove a member
On the Members tab, find the row for the person you want to remove.
Click the ... (more) button on the right of their row, then Remove Member.
The member disappears from the list and you see "Member removed successfully".
A few rules apply:
You can't remove yourself.
An Admin can't remove the Owner.
Only the Owner can remove other Admins.
Removing someone takes away their access immediately. Anything they created (business plans, notes, contacts, etc.) stays in the organization — it isn't deleted with them.
Step-by-step: filter or search the members list
At the top of the table is a Filter members... search box. Type any part of a name or email; the table narrows live as you type. The same filter applies to the Pending Invitations table below.
Step-by-step: see the default roles
On the Roles & Permissions tab you'll see a table with a Name, Description, Type (System or Custom), and Members count. Nautis ships with seven system roles out of the box:
Super Admin — full access to every module. The Owner has this by default.
HR — geared at HR managers: HR Management, jobs, employee documents, scheduling, related read access.
Finance — focused on invoices, expenses, billing data, financial planner.
Member — a sensible "everyday teammate" baseline.
Employee — narrower than Member; for non-admin staff who need to see their own stuff.
Marketing — leaning into GTM, social calendar, brand kit, URL shortener, custom forms.
Legal — data rooms, document signing, contracts.
System roles have the badge System in the Type column and can't be deleted. The Super Admin row also can't be edited.
Step-by-step: create a custom role
On the Roles & Permissions tab, click Create Role in the top-right.
The "Create Role" dialog opens. Fill in:
Role Name (required) — e.g. "Project Manager", "Viewer", "Sales Lead".
Description — a short note explaining what this role is for. Optional but helpful.
Below, the Permissions section shows a big table. Each row is a module in Nautis (Business Plans, Pitch Decks, Contacts, Leads, Tasks, Chat, Doc Sign, AI Co-Pilot, and many more). Each row has columns:
All — turn every permission on/off for that module at once.
Create — can this role create new items in that module?
Read — can they see items in that module?
Update — can they edit items?
Delete — can they delete items?
Click the checkboxes for each module to choose what this role can do. The very top-right has an All master checkbox that toggles every permission in every module at once — useful for starting from "everything off".
Click Create Role at the bottom.
The dialog closes and the new role appears in the list with the badge Custom under Type.
Tip: it's usually faster to start from "everything off" (uncheck the master) and tick only what's needed. The opposite — starting full and removing — is risky because you might forget a sensitive module.
Step-by-step: edit an existing role
On the Roles & Permissions tab, find the role you want to change.
Click the pencil (edit) icon in the Actions column on the right.
The same permissions dialog opens, pre-filled with the role's current name, description, and ticked checkboxes.
Make your changes and click Update Role.
Everyone who currently has this role immediately picks up the new permissions next time they load a page.
The Super Admin role's edit button is disabled — its permissions are fixed at "everything".
Step-by-step: delete a role
On the Roles & Permissions tab, click the trash icon on the right of the row.
A confirmation dialog appears: "Are you sure you want to delete the role '...'? This action cannot be undone. Members with this role will lose their permissions."
Click Delete to confirm.
System roles and Super Admin can't be deleted — their delete button is greyed out.
Tips & limits
Removing a member doesn't delete the work they created. Their business plans, contacts, and notes stay in the organization.
Pending invitations count against your team members limit too — cancel old ones if you're hitting the cap.
The All checkbox at the top of the permissions table is a quick way to grant or revoke an entire role's permissions at once. Use carefully.
Each member has exactly one role. To give someone broader access, edit their role rather than trying to stack roles.
The Owner always has Super Admin powers. You can't lock yourself out of your own workspace by editing roles.
FAQ
What's the difference between Owner and Admin?
The Owner is the person who created the organization (or who ownership was transferred to). An Admin can do almost everything the Owner can — invite, remove, edit roles, manage billing — but only the Owner can delete the organization and only the Owner has the locked-in Super Admin role.
Can I have more than one Admin?
Yes. Invite or promote multiple people to a Super Admin or admin-equivalent role.
I sent an invite to the wrong email — what do I do?
Find them in Pending Invitations, click Cancel on their row, then click Invite Member again with the correct email.
Do invited members count against my plan even if they haven't accepted yet?
Yes. Pending invitations count toward the team members cap. Cancel any stale ones.
Can a member belong to two organizations?
Yes. They sign in with one account and switch between organizations from the sidebar.