About user roles

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

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 Example user roles and Adding and assigning a role).

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:

permissions.png
User role permissions
 

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

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

This is the permission for the Charges in the Sales -> Charges tab for customers

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

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