FAQ: Members, contacts and users
Last updated
Last updated
Yes, send us an email at import_members@nexudus.com and we'll send you our member import template.
Yes, you will find this procedure in Managing standard and admin users section and more information about user accounts in Managing users.
The main difference between a member and a contact is that the latter is not signed up to a contract. To set a contact as a member, you just have to assign them a contract. When a contract is cancelled on a member's account, it becomes a contact automatically.
For more information, see Managing members and Managing contacts.
Warning: When removing a Customer means all the items (invoices, bookings, contracts, ...) will be deleted too.
Yes, you can delete a member by doing the following:
If the side menu is not visible, click.
In the side menu, click Operations.
Under the Customers section, click Members & Contacts.
In the Filter by section, make sure it is set to Members.
Do one of the following:
Move your pointer to the left of the product you want to delete and select the check-box that is displayed. A pop-out menu is displayed.
At the end of the product you want to delete, click . A pop-out menu is displayed.
On either pop-out menu, click Delete customer.
Click Continue.
When you delete a member or contact from the list, the user linked to it will be deleted automatically. To delete a user manually, see Setting up a member as user or Setting up a contact as user.
For more details see Deleting a member or contact and Managing users.
No, all of this information will go from the member list to the contact list. This information will only be lost if you delete the member or contact from your Nexudus database, which we do not recommend.
Yes, a member can be a user. Ensure that the user option is enabled when adding a new member. Being a user, gives the member the ability to use the member's portal. The member can make bookings, check the allowance, buy tickets for events etc. from the website.
For more information, see Setting up a member as user.
Yes, go to Settings > Website modules and set Keep new member accounts suspended to YES.
They can indicate that they are part of a team on the registration form, and include the team details. Also the paying member of a team can send invite links to any new members of their team, customers who use these links will be automatically added to the team during the signup process.
You can share any passes in the team. In Operations > Teams & Groups, click on your team and then in the Team billing section set Share access passes to YES.
This message indicates that the member is already signed up on your database. Another possibility could be that you are trying to sign up a user that is an Administrator in another space that uses Nexudus. In either case, you cannot use this email address to register the user. You can email support for more assistance with this issue at support@nexudus.com.
Email addresses with strange characters or underscores may cause a conflict during registration. In these cases, if possible, we recommend using a different email address to sign up the coworker.
You should also set the following DNS entries for the domain you are sending email from
Replace yourdomain.com with your domain domain in the examples above.
DNS Record Type
Name
Value
TXT
v=spf1 mx a ip4:52.51.79.206 ip4:167.89.65.77
CNAME
s1._domainkey.yourdomain.com
s1.domainkey.u1696639.wl140.sendgrid.net
CNAME
s2._domainkey.yourdomain.com
s2.domainkey.u1696639.wl140.sendgrid.net
