Onboarding to Navis Docs

What happens when you sign in

Navis Docs is designed so a new workspace is ready as soon as you arrive. You can sign in with Google OAuth or use an email one-time passcode. There is no password to create or manage.

On your first sign-in, Navis Docs creates an organization for you automatically and places you inside it. From there you can create the structure your team needs, invite colleagues, and start building your procedure knowledge base.

Workspace structure

Navis Docs organizes content around the way operational teams actually work:

• Organization: the top-level workspace for billing, ownership, users, departments, and settings
• Department: a major area of the business, such as Operations, Support, Compliance, or Finance
• Team: a working group inside a department with its own procedures, categories, news, and AI chat
• Procedures: the team's collection of guides, checklists, and decision flows

You do not need to create a separate knowledge base. A team's procedure collection is its knowledge base, and each team can organize procedures into categories that match how its members search for answers.

Roles and permissions

Each user has a role in the organization. Assign the least-powerful role that still lets someone do their job.

• OWNER: controls organization ownership, billing, and ownership transfer
• ADMIN: manages departments, teams, procedures, categories, invitations, users, and organization settings
• MEMBER: reads procedures, contributes where allowed, acknowledges rollouts, and submits ideas

Owners and admins see management areas that members do not, including user management, audit log, and billing navigation items. Members get a focused workspace for the teams and procedures relevant to them.

Invite your team

Admins and owners can invite users by email from the organization user management area. Choose the invitee's role at invite time so their permissions are correct when they accept.

After accepting an invitation, the user signs in with Google or email OTP and lands in the organization they were invited to. You can adjust roles later as responsibilities change.

Access, trial, and billing

Organization features are available while the organization has active access. In practice, that means an active or trialing Stripe subscription. If access expires, gated product areas are restricted until billing is restored.

To compare plans or start a subscription, visit the pricing page. Owners handle billing because they are responsible for the organization's subscription and long-term ownership.

Suggested first setup path

1. Confirm your organization

After signing in, check the organization name and settings. If you are evaluating Navis Docs, this is also a good time to review your plan or trial status.

2. Add departments and teams

Create the departments that mirror your business, then add teams inside them. Start with the teams that need procedures most urgently rather than modelling every department on day one.

3. Invite admins first

Bring in the people who will help structure content and manage users. Give them the ADMIN role if they need management access, or keep them as MEMBER if they only need to read and contribute.

4. Create your first procedures

Add a few high-value procedures to each team and publish them when they are ready for members. Once a team has useful procedures, invite the wider group and begin using Navis Docs as the source of truth.