Users
  • 27 Apr 2023
  • 2 Minutes to read
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Users

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Article summary

What are Users?

A user is an individual with credentials that lets them use the Admin Panel, the Members Portal or both sides of the Nexudus platform. You have two main types of user in Nexudus: admins and customers.

Admins

Admin users have access to the Admin Panel. They can be full unrestricted admins or restricted admins with one or more roles.

Full unrestricted admin users can perform any action on the Admin Panel. Restrcited admin users with roles can only access and manage the Admin Panel based on the permissions included in their roles.

For more information, check out Roles.

Customers

If you allow customer signups on your members portal, a user is automatically created in Nexudus when a new customer joins your space. A user is also automatically created for customers added on the Admin Panel if you enable the Welcome email toggle.

If you don't send a welcome email to new customers, they will remain suspended and won't be added to the user list. You can instantly create a user for suspended customers by granting them Members Portal access.

How Users Work

Admins become users as they are added to the Admin Panel. They automatically receive an email notification with a temporary password and a link that lets them define their own. If the admin was created using the Member of staff template, they'll be able to use the same email and password to log in to the Admin Panel and the Members Portal.

Customers added to the Admin Panel with the Welcome email toggle enabled also receive an email notification with a temporary password and a link that lets them define their own. They are then able to log in to the Members Portal using their defined email and password.

If customers are suspended by default or you didn't enable the Welcome email toggle, the customer doesn't have access to the Members Portal and won't be added to the Users list until you manually grant them portal access.


FAQ

Can admin users not have a customer profile?

Yes, you can create an admin user without a customer profile. We strongly recommend adding all staff using our Member of staff template that automatically creates an admin and a linked customer profile. Having both accounts lets admin to perform actions that aren't available to users who only have an admin account, including: answer help desk messages, be a tour host, or even add messages to discussion boards.

Can admin users have multiple roles?

Yes, you can assing multiple roles to the same admin. If you want admins to be able to perform any action on the Admin Panel, consider making them full unrestricted admins.

Why are some of my customers not on the Users list?

Customers need access to the Members Portal to have a user account in Nexudus. If they don't have credentials to log in to the Members Portal, they don't have a user account and won't appear in the Users list.


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