• Tenant Admin — workspace operations, all business records, team administration, and Admin-retained tools (branding, fiscal year, approval rules). Security surfaces such as SSO, API keys, webhooks, and audit need a Security Owner once owners are designated — not this role alone.
• Management — company-wide business access, reports, approvals, and Manage Team. No automatic Security Owner powers, no Permission Manager, and cannot grant Tenant Admin.
• Team Lead — login type for leads. Day-to-day action rights come from the person’s Org Hierarchy layer.
• Standard User — login type for individual contributors. Action rights come from their hierarchy layer.
• Technical Owner — technical-queue login with Technical Work. Products and commercial approvals are not automatic.

Your Role and hierarchy layer are set by people with Manage Team (layer permission flags are set by Permission Manager). You do not configure visibility filters yourself.

Navynt shows you data based on where you sit in the organization. If a record belongs to a different branch, region, or team outside your reporting line, it will not appear in your view. If you believe you should have access, contact your admin or Team Lead.

Manage Team lets Tenant Admin, Management, or people whose hierarchy layer was granted Manage Team manage people and logins inside their allowed scope. It does not grant Permission Manager, and it does not let you assign Tenant Admin. You cannot grant yourself or anyone else access outside what you are already authorized to manage.

Navynt checks whether a record has changed since you opened it before saving. If someone else saved first, you are prompted to review the latest version before your edit goes through — this prevents one person’s changes from silently overwriting another’s.

Contact your admin or the manager responsible for that branch, region, or business unit. Access changes are made server-side and take effect the next time your session refreshes.

If your organization has MFA enabled, you will be prompted for a second verification step at login, in addition to your username and password.

Use the Forgot password link on the login screen. If your organization uses single sign-on (SSO), reset your password through your organization’s identity provider instead.

Yes. A phone browser talks to the same backend and enforces the same role-based visibility. There is no separate offline copy of your data; everything loads live.

Navynt uses industry-neutral terminology so the same platform works across software, services, manufacturing, and other business types. Your admin can configure field labels to match your organization’s terminology where applicable.

Upload PDF, JPG or PNG attachments from accessible opportunity and account records, or upload a signed copy on a contract. Files have a 10 MB maximum and count toward your workspace storage allowance. Downloads follow the record's access permissions. Documents and PO copies can also retain links to your existing storage.

Reach out to your organization’s Navynt admin first for access or configuration questions. For anything else, contact info@navynt.com.