Platform
  • Welcome to the Nexudus Platform
  • Planning your Nexudus set-up
  • Training
    • Training modules
      • Introductory Session I
      • Introductory Session II
      • Inventory
      • Operations I
      • Operations II
      • Billing
      • CRM
      • Bookings (Set-up)
      • Bookings (Operations)
      • Contracts
      • Community
      • Billing Reports
      • KPI Reports
      • Integrations
        • PaperCut
        • Salto KS
    • Webinars
    • Training Module Videos
    • AMA (Ask Me Anything)
  • The Basics
    • Dashboard Home
    • CRM module
    • Community module
    • Operations module
    • Finance module
    • Inventory module
    • Settings module
    • Networks
  • Day-to-day
    • Inventory
      • Products
        • What is a product?
        • Recurrent products
        • Adding a product
        • Product details
        • Product benefits
        • Product advanced options
        • Deleting or archiving a product
      • Managing Plans
        • What is a plan?
        • Managing plans
        • Adding a plan
        • Plan details
        • Plan price
        • Plan benefits
          • Assigning credit to a plan
        • Plan limits
        • Plan deposits
        • Deleting or archiving a plan
        • Prorating a plan
        • Plan legal terms and conditions
        • Plan discounts
        • Plan components
      • Passes
        • What are passes?
        • Type of passes
        • Adding a pass
        • Editing a pass
        • Customers with multiple passes
        • Pay As You Go passes
      • Resources
        • What is a resource?
        • Adding a resource
        • Resource details
        • Resource features
        • Resource prices
        • Resource rules
        • Resource access rules
        • Linking resources to each other
        • Resource products
        • Deleting or archiving a resource
        • Displaying resources in NexBoard
        • Using resource types to group related resources
      • Floor plans, offices and desks
        • Managing floor plans, offices and desks
        • Adding or editing a floor plan
        • Adding or editing an office or desk
        • Associating a contract with a desk
        • Linking an office or desk to a member or contact
    • Operations
      • Members & Contacts
        • About customers
        • Signing up a member
        • Signing up a contact
        • Viewing different types of customers
        • Editing a member
        • Editing a contact
        • Allowing access to the customer portal
        • Suspending members and contacts
        • Deleting a member or contact
      • Teams and groups
        • About teams
        • Adding a team
        • Editing a team
        • Teams and invoicing
        • Setting up a team profile on the website
      • Visitors
        • Managing visitors
        • Viewing the visitor list
        • Visitor Terms and Conditions
        • Checking in visitors
        • Adding visitors to a booking
        • Adding visitors directly in the members portal or administrator panel
      • Check-in
        • About checking in
        • Viewing who's in right now
        • Checking in manually
        • Checking in using Wi-Fi
        • Checking in by using NexIO
        • Checking in by using RFID readers and cards
        • Enabling access control integration
        • Enabling Pay As You Go
      • Deliveries
        • About deliveries
        • Viewing deliveries in the member portal
        • Receiving a mail delivery
        • Notifying a team when a delivery arrives
    • Finance
      • Managing Invoices
        • Invoices
        • Automatically creating invoices
        • Manually creating an invoice
        • How to invoice a customer for specific products, bookings, charges or event tickets.
        • Issuing refunds
        • Partial refunds
        • Cancelling an invoice
        • Editing invoices
        • Viewing invoices
        • Deleting invoice lines
        • Deleting invoices
      • Customer Balances
        • Viewing a customer balance
        • Editing a balance, adding/deleting payments
        • Exporting a balance
      • Payments
        • Managing Payments
        • Payment types
        • Manual payments
        • Online payments
        • Credit
      • Taxes
        • About tax rates
        • Using different tax rates
        • Tax rate settings
      • Accounts
        • About accounts
        • Adding and editing accounts
        • Linking plans, resource prices, passes and products to accounts
        • Viewing accounts in reports
        • Finding an invoice line without an account and how to fix it
      • Contracts
        • About contracts
        • Adding a contract
        • Editing a contract
        • Contracts and billing cycles
        • Cancelling a contract
        • Prorating a contract
        • Setting a main contract for a member
        • Setting multiple contracts for a member
        • Contracts and proposals
        • Digital signatures on contracts
        • Contracts: the most common scenarios
      • Discounts
    • Sales
      • Selling Products
        • About selling products
        • Managing products from the dashboard
        • Including a product in a plan
        • Selling a product directly to a member or contact
        • Buying products from the members portal
      • Bookings
        • About bookings
        • Making a booking
        • Editing a booking
        • Setting up a repeat booking
        • Cancelling a booking
        • The difference between invoicing and charging a booking
        • Invoicing bookings
        • Assigning credit for bookings
        • Defining booking notifications
        • Bookings and integrations
    • CRM
      • Managing CRM
        • About CRM
        • Viewing a CRM board
        • Configuring a CRM board
        • Automating a CRM board
        • Adding an opportunity
        • Boards and processes
        • Reminders
        • Managing message macros
        • Sending message macros from a member/contact account
        • Managing email accounts
        • Tasks and task lists
          • Managing tasks
          • Managing task lists
        • CRM boards and task lists
        • Custom fields
        • Using custom fields for directory filtering
        • Document templates
          • Merge Fields
        • Generating documents from templates
      • Proposals
        • About proposals
        • Adding and sending a new proposal
        • Understanding Proposal Documents
        • Creating multi-contract proposals
        • Adding products to a proposal
      • Sign up Form Customization
    • Community
      • Managing Surveys
        • About surveys
        • Adding a survey
        • Viewing a survey
        • Editing a survey
        • Managing survey questions
          • Types of survey questions
          • Adding a survey question
          • Editing a survey question
          • Deleting a survey question
        • Viewing survey results
      • Managing Events
        • About events
        • Viewing events
        • Adding an event
        • Editing an event
        • Recurring events
        • Grouping events with categories
        • Cancelling an event
        • Selling event tickets
        • Checking in event attendees
      • Managing News Articles
        • About News Articles
        • Creating and managing news articles
        • Managing article categories
        • Moderating article comments
      • Managing Community Boards
        • About the Community Board
        • Viewing a community board
        • Community board elements
        • Managing conversations
        • Managing messages in conversations
        • Managing groups on the community board
      • Managing Newsletters
        • About Newsletters
        • Adding a newsletter
        • Sending a newsletter
        • Subscribers
          • About subscribers
          • Managing subscribers
          • Managing subscriber lists
          • Nexudus and Mailchimp
      • Help Desk
  • Settings
    • General Settings
      • Name & Logo
      • Contact & Location Details
      • Timezone
    • Billing and Accounting
      • Invoice Details
      • Notifications
      • Contents
      • Formatting
      • Locked Period
      • Tax
      • Accounts
    • Payments
      • Setting up automatic payments
      • Payment currency
      • Default payment method
      • Configuring payment gateways
        • PayPal
        • GoCardless
        • Stripe ACH
        • Forte ACH
        • Authorize.net
          • Setting up Forte ACH
        • Quickbooks (Payments)
      • Supported payment service providers
      • Making a Test Payment
      • Strong Customer Authentication
    • Website
      • Website Settings
      • General
      • Setting up your own domain on Nexudus
        • Configuring your own domain in Nexudus
        • Configuring your DNS settings
        • DNS Settings: Configuring your Cloudflare Account
      • Enabling and disabling website sections
      • Configuring access rights
      • Adding contact details
      • Viewing translations for website terms
      • Adding and editing language tokens
      • Adding a custom page
      • Editing your website templates
        • Editing common files
        • Dropbox
      • Integrating services with your website
    • Website modules
      • Customising your website
    • Bookings/Reservations
    • Check-in System
      • General
      • Pay As You Go (PAYG) settings
    • Integrations
      • About integrations
      • Access Control
        • Salto - Clay
        • Kisi
        • Brivo
      • Accounting
        • Quickbooks Online
          • Quickbooks: Cancelled and Refunded Invoices
        • Xero
        • Moloni
      • Printing
        • Managing printers in your space
          • Printers: Ezeep
            • Installing Ezeep
            • Setting up your Ezeep account
          • Printers: Papercut
      • Video Conferencing
        • Zoom
          • Zoom for Events
          • Zoom for Meeting Rooms
          • Zoom for Bookings
          • Zoom for Community Board Messages
        • Jitsi
          • Managing Virtual Rooms
      • WiFi-based check-in
        • About WiFi-based check-in
        • Setting up WiFi-based check-in using MikroTik
        • Setting up WiFi-based check-in using RADIUS servers
          • WiFi-based check-in: Aruba virtual controller
          • WiFi-based check-in: Cisco Meraki
          • WiFi-based check-in: Cisco WLC
          • WiFi-based check-in: Ruckus Cloud
          • WiFi-based check-in: SonicWall
          • WiFi-based check-in: Ubiquiti UniFi
      • Other Integrations
        • Square
        • Setting up Zapier
          • Sample Connection with Zapier: Mailchimp
          • Advanced Options with Zapier
        • Envoy
        • Space Dashboard
        • Calendar Integration
          • Calendar integration: Google (one-way)
          • Calendar integration: Google (two-way)
          • Calendar integration: Outlook (one-way)
        • Google BigQuery
        • Configuring reCAPTCHA
        • Configuring Google Maps
        • Google Analytics
      • Validation Rules
      • Webhooks
    • Imports
    • Notifications
    • Defining Email Templates
    • Email Server
    • Email Queue
    • Users
      • Managing Users
      • Managing standard and admin users
    • Security
      • Users and security
      • Security considerations
      • About user roles
      • Adding and assigning a role
      • Example user roles
    • How to access the Nexudus Spaces API
  • Bookmarks
  • Reports
    • About reports
    • Viewing reports
    • KPI reports
    • Occupancy reports
    • Checkins reports
    • Bookings reports
    • Events reports
    • Passes reports
    • Visitors reports
    • Desks reports
    • MRM reports
    • Members & Contacts reports
    • Survey reports
    • Tasks reports
    • Products (invoiced) reports
    • Finance reports
    • Deferred Revenue Reports
    • Deposits reports
    • Debtors reports
    • Invoicing reports
    • Revenue reports
    • Revenue Exchange reports
  • Website
    • Managing Your Website
    • Website directory
    • About the Member Portal
      • Your account
      • My Team
      • Managing payments
      • Your bookings
      • Changing to a different plan
      • Checking available credit
      • Buying additional products
  • FAQ
    • Untitled
    • FAQ: Nexudus subscription
    • FAQ: Account settings
    • FAQ: CRM
      • FAQ: How to customize the sign-up form
    • FAQ: Community
      • FAQ: Events
      • FAQ: Newsletters
      • FAQ: Message Boards
    • FAQ: Operations
      • FAQ: Members, contacts and users
      • FAQ: Bookings
    • FAQ: Finance
      • FAQ: Discounts
      • FAQ: Invoicing
      • FAQ: Currency
      • FAQ: Contracts
      • FAQ: Taxes
    • FAQ: Inventory
      • FAQ: Plans
      • FAQ: Products
      • FAQ: Passes and check-in
      • FAQ: Resources
      • FAQ: Floor plans, desks and offices
    • FAQ: Settings
      • FAQ: General settings
      • FAQ: Online payments and payment gateways
        • FAQ: Migrating from Quickbook Merchant Services (QBMS) to Quickbooks payments
      • FAQ: Users and User Roles
      • FAQ: Notifications
      • FAQ: Integrations
      • FAQ: Networked accounts
    • FAQ: Reports
    • FAQ: Members Portal
    • How to setup an iTunes Development Account for the Passport (White-label Mobile App)
  • What's New?
  • Privacy Policy
  • Terms and Conditions
  • GDPR and Nexudus
    • Data Processing Agreement
  • Reseller Partners Program
    • Managing your Reseller Account
    • Managing Customers
    • Reseller Agreement
  • Contact Us
  • Apps
    • Passport by Nexudus
      • iBeacon setup for Passport app
    • NexBoard
    • NexDelivery
    • NexEvents
    • NexIO
    • NexClicker
    • Companion Apps
  • Third Party Apps
    • Square (ePOS)
      • Before you start
      • Square ePOS App
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On this page
  • How does a role work?
  • List of available User Roles

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  1. Settings
  2. Security

About user roles

Setting up user roles to control access to your Nexudus account.

PreviousSecurity considerationsNextAdding and assigning a role

Last updated 5 years ago

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Many coworking spaces are run by a team of space managers, each with a different function, such as operations, communication or events. If this is the case in your space, you may want to restrict each person's access to the sections that are relevant to their line of work. You can do this by adding specific roles in your Nexudus account.

Your Nexudus Spaces account has two predefined roles by default:

  • Read-Only: Users can read but not make changes via the dashboard.

  • Admin: Admin users have full access to the system and can read, list, add, edit or delete elements from the dashboard sections.

You can create as many roles as you like (see and ).

How does a role work?

Roles grant access and permissions via tokens. You can add different tokens depending on the user's position and the actions they need to undertake. There are usually several types of tokens available for each function, including:

  • Create: The user can add records with this token. Example: The Coworker-Create function lets users with the role register members or contacts via the dashboard.

  • Delete: The user can delete records with this token. Example: The Coworker-Delete function lets users with the role delete member or contact records via the dashboard.

  • Edit: The user can edit records with this token. Example: The Coworker-Edit function lets users with the role edit member or contact details via the dashboard.

  • List: The user can list the existing records in the different dashboard sections on your account. Example: The Coworker-List function will show the records in the Members and Contacts sections via the dashboard.

  • Read: The user is able to read the element defined by the token. Example: The Coworker-Read function lets users with the role read the new member or contact registrations on your Nexudus Spaces account.

This screenshot shows some functions and their selected tokens:

List of available User Roles

Role Name

Description

AccessToken

IT Network access tokens

Application

Internal

AudioFile

Audio Files in the Web Template Editor

AuditTrailEntry

Security Logs

BlogCategory

Blog Article Categories

BlogPostComment

Blog Article Comments

BlogPost

Blog Articles

BookingNote

Notes in a resource booking

BookingProduct

Products in a resource booking

Booking

Resource bookings

BookingVisitor

Visitors in a resource booking

BusinessCharge

Internal

BusinessDomain

Additional custom domains for a location

Business

Locations

BusinessRedirection

Internal

BusinessSetting

Location configuration entries

BusinessTimeSlot

Internal

CalendarEventCategory

Event categories

CalendarEvent

Events

CannedResponse

Message Macros

Charge

Internal

ChatRoom

Internal

ChatUserMessage

Internal

Checkin

Customer check-ins

CommunityGroup

Community Board groups

CommunityMessageLike

Community board message likes

CommunityMessage

Community Board replies

CommunityThreadFile

Community board coversation attached files

CommunityThreadFollow

Community board conversation follows

CommunityThreadLike

Community board conversation likes

CommunityThreadMute

Community board conversation mutes

CommunityThread

Community board conversations

ContractDeposit

Deposits in a customer contract

Country

Countries

CoworkerBookingCredit

Money credit in a customer

CoworkerBookingCreditUseHistory

Use history of money credit in a customer

CoworkerContract

Customer contracts

CoworkerDataFile

Files attached to a customer

CoworkerDelivery

Deliveries for a customer

CoworkerDiscountCode

Discounts associted to a customer

CoworkerExtraService

Time or printing credit for a customer

CoworkerExtraServiceUseHistory

Use history of time or printing credit for a customer

CoworkerInvoiceHistory

Notes for a customer invoice

CoworkerInvoiceLine

Lines in a customer invoice

CoworkerInvoice

Customer invoices

CoworkerLedgerEntry

Ledger entries for a customer

CoworkerMessage

Messages sent or received for a customer

CoworkerMsOfficeCalendar

Internal

CoworkerNote

Notes for a customer

CoworkerPricePlanHistory

History of plan changes for a customer

CoworkerProduct

Products sold to a customer

Coworker

Customers

CoworkerTask

Tasks associated to a customer

CoworkerTimePass

Passes associted to a customer

CrmBoardColumn

Stages in a CRM board

CrmBoard

CRM boards

CrmOpportunityHistory

Historty of changes in a CRM entry

CrmOpportunityImportFile

Lead file imported into the CRM

CrmOpportunity

CRM opportunities

Currency

Currencies

CustomField

CRM custom fields

DataFile

Binary Files in the Web Template Editor

DiscountCode

Discount Code definitions (CRM)

DocumentTemplate

Document Templates (CRM)

EmailAccount

Connected Email Accounts (IMAP)

EmailQueueItemAttachment

Attachments to email messages

EmailQueueItem

Email messages

EmailTemplateFile

Transaction email templates

EventAttendee

Attendees to events

EventComment

Comments for events

EventProduct

Tickets for events

ExtraServicePrice

Internal

ExtraService

Prices for resources

ExtraServiceTimeSlot

Available times for prices for resources

FinancialAccount

Financial accounts in the chart of accounts

FloorPlanDesk

Items in floor plans

FloorPlan

Floor plans

GlobalChatMessage

Internal

HelpDeskComment

Responses in help-desk messages

HelpDeskDepartment

Help-desk departments

HelpDeskMessage

Help-desk Messages

ImageFile

Image Files in the Web Template Editor

InstalledApplication

Internal

Invoice

Invoices from Nexudus

Language

Languages

LanguageToken

Translation token for languages

LedgerEntry

Internal

NewsLetter

Newsletter campaings

NewsLetterSubscriber

Newsletter subscribers

OpportunityType

Type of CRM opporunities

PassportCard

Internal

PaymentGateway

Payment methods

PayoutInvoice

Reseller payouts

PlatformChangeMessage

Recent platform updates

ProductBookingCredit

Money credit assigned to products

ProductExtraService

Time or printing credit assigned to products

Product

Products

ProductTimePass

Passes assigned to products

ProposalContract

Contracts as part of a proposal

ProposalProduct

Products as part of a proposal

Proposal

Proposals

RadiusServer

Radius Servers

RefreshToken

Internal

Reminder

CRM Reminders

Report

Custom reports

ResellerAccount

Reseller accounts

ResellerPayout

Reseller payouts

Reseller

Resellers

ResourceAccessRuleEligibleTimeSlot

Elegible times for access rules for resources

ResourceAccessRule

Access rules for resources

ResourceAccessRuleTimeSlot

Resource availability for access rules for resources

ResourceProduct

Products assigned to resources

Resource

Calendar resources

ResourceTimeSlot

Available times for resources

ResourceType

Type of resources

Role

These roles

SimpleTimeZone

Timezones

SubscriberActivity

Activity of newsletter subscribers

SubscriberGroup

Groups of newsletter subscribers

SurveyAnswer

Answers to surveys

SurveyQuestion

Questions for surveys

Survey

Surveys

SurveyRun

Internal

TariffBookingCredit

Money credit assigned to plans

TariffExtraService

Time or printing credit assigned to plans

TariffProduct

Plan components

Tariff

Plans

TariffSignupProduct

Plan sign-up fees or deposits

TariffTimePass

Passes assigned to plans

TaskItem

Items in tasks lists

TaskList

Tasks lists

TaxRate

Tax rates

Team

Teams

TemplateFile

Web templates and custom pages

TemplateVersion

Web template versions

ThreadSummary

Internal

TimePassPrice

Internal

TimePass

Passes

TimePassTimeSlot

Available times for passes

UserBookmark

User bookmarks

UserMessage

Contact messages

User

Users

UserRole

Roles assigned to users

ValidationRule

Validation rules

VideoFile

Video Files in the Web Template Editor

Visitor

Visitors

WebHook

Webhooks

Workspace

Internal

The list of functions is extensive and you can add as many as needed using the tokens when you configure the on your account. For example, you may want the user to be able to read and edit bookings but not delete them.

roles
Example user roles
Adding and assigning a role
User role permissions