The Profile icon in the upper-right corner of the Nexus dashboard page directs users and administrators to the Team page, which is explained in the next section.
The Team page provides a detailed list of team members connected to Nexus and includes the fields described below.
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Joined—specifies the date the team member joined.
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Name—specifies the team member's first and last name.
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Email—specifies the team member's email address.
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Role—specifies the team member's assigned role.
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Institutions—specifies the team member's institution affiliations.
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Action—specifies that the team member can be edited or inactivated by an administrator.
The Invite Team Member form is used for inviting members to a particular team.
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Full Name—specifies the user's full name.
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Email Address—specifies the selected user's institution email address.
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Role—specifies the available roles to assign to the selected member.
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Institution Access—specifies the access level or administrator permissions the selected member will be assigned, which applies to a single institution and all partners
From the Roles and Permissions page, you can view a list of the Nexus user roles and their associated permission level.
The Add New Role form is used for assigning specific resources to a selected team member.
The following resources can be assigned:
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Card Swaps—selects transactions your clients have completed in Nexus' CardSwap tool.
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Users—selects clients of institutions using the CardSwap product.
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Institutions—selects the institution you represent and/or the institutions you manage.
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Roles —selects roles assigned to a team member to limit their Nexus access.
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Team Members—selects users with Nexus access.
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Advanced—selects assignable permissions for the selected role, which will be inherited automatically by future roles
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Name—identifies each role by its name
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Permissions—the label and permission type associated with a role