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Roles and team

Add colleagues to the firm, choose their role and assign company files to them.

Updated on 10/05/2026 Edit this page

The Firm team screen brings together the members of the firm, their roles and the assignment of files. It opens from the list of files, Team action. Any active member can view it; only administrators and managers can change it.

Firm roles

Role Access to files Team and licence management
Administrator All the files of the firm Yes
Manager All the files of the firm Yes
Reviewer Assigned files only No
Encoder Assigned files only No

Administrators and managers access all files without assignment. For the other roles, you choose file by file.

Roles on a file

When a file is assigned to a colleague, they receive a specific role on it:

Role on the file Use
Lead Colleague in charge of the file. They can force a revert and empty the trash of the file.
Reviewer Review and control.
Encoder Day-to-day entry. This is the role applied by default to an assignment.

These roles are also used to settle two concurrent changes made offline: the change made by the person with the highest role wins. The order is as follows: firm administrator, firm manager, file lead, reviewer, encoder.

Note

An inaccessible file is never revealed to a colleague: they do not see it in their list, and a direct link answers that the file cannot be found.

Adding a member

  1. Open Team, Members tab.
  2. Click Add a member.
  3. Enter the Name, the Email and the Role.
  4. Enter a Password of at least 8 characters for a new account. Leave the field empty to attach an account that already exists in NovaFisko.
  5. Optionally select the files to assign, then save.

Depending on the case, the application confirms "Account created and added to the firm." or "Existing account attached to the firm."

Warning

If your licence sets a maximum number of users, the addition is refused once this limit is reached. Free a seat or contact NovaFisko to extend the licence.

Editing or removing a member

  1. In the Members tab, open the member concerned.
  2. Change their role or name, or deactivate them with the Active switch.
  3. To remove them, click Remove and confirm: their file assignments are deleted.

The last active administrator of a firm can be neither demoted, nor deactivated, nor removed. The message "Not allowed: this member is the last active administrator of the firm." reminds you of this.

For an account whose source is Novadesko, the password is managed by Novadesko: it cannot be changed in NovaFisko.

Assigning files

Two views allow the same operation.

From a member

  1. Members tab, Dossiers… button of the colleague.
  2. Tick the files and choose the role applied.
  3. Save: the ticked list replaces the previous assignments of this member.

From a file

  1. Dossiers tab, Assign… button of the file.
  2. Tick the accountants and choose the role of each one.
  3. Save.

The files column shows "All dossiers" for an administrator or a manager, and "No dossier assigned" for an encoder without assignment.

Members coming from Novadesko

When the firm is linked to Novadesko, the members of the accounting firm are created automatically at sign-in, with the source Novadesko. The accounts you create yourself carry the source Local. Both types of accounts coexist without difficulty.

Tip

Every addition, role change and removal is recorded in the activity log of the firm. See Activity.

See also