Members
Members lists everyone in the workspace with their role, status and when they were last seen. The cards at the top count Active seats, Pending invites, people idle for 30 days or more, and Roles. Filter the list, or search it with Search users….
A role decides what a person can do in Nexatron (ask, build dashboards, manage definitions, administer). It does not decide what data they see: their data access still comes from each source, through their own sign-in.
Invite someone
- Select Invite user.
- Enter their Email, Display name and Role. Leave the temporary password empty to send an invite email.
- Select Send invite.
They appear under Pending invites until they sign in. If the workspace requires two-step verification, they set it up at their first sign-in.
Change a member
- Change a member's roles from the row's edit icon: tick the roles and select Save changes. A member must hold at least one role, and you can only grant roles whose permissions you already have.
- Change their status (for example Deactivate) from the status menu. A deactivated member can no longer sign in.
- Remove a member with the row's remove icon and Remove member. They lose access immediately; you can invite them again later.
Select several members to Reset MFA (they set up two-step verification again at their next sign-in) or Deactivate them together.
Roles
The Roles card opens the roles page. Built-in roles are marked System: their names and permissions are locked. Select New role to create a custom role, pick its permissions, and select Create role. Deleting a role removes access from everyone who holds it.