Settings and users

Settings is a heading near the bottom of the left menu. The pages you can open sit under it. If you go to Settings directly, Nexus opens Email.

If a member opens an admin page by its web address, they see Admins only.

Every user is an Admin or a Member.

Own means the member is the Owner of the record (for notes, the person who wrote it).

Open Settings → Users. Each row is one teammate, with Name, Email, Role, and Status.

### Add a user

1. Click + (Add user) on the Users card.
2. Under New user, fill in the fields.
3. Click Add user. Click Cancel to stop.
4. Nexus shows a message, for example "Invite sent to test@example.com."

If the email is already used you see "A user with that email already exists."

### Change a role or status

In the user's row, pick a new Role (Admin or Member) or Status (Active, Inactive, Archived). The change saves right away. You can't change your own status here.

• Inactive or Archived users can't sign in.
• When you set a user to Archived, the records they own are moved to Unassigned.

### Delete a user

1. Click Delete in the user's row.
2. Confirm. Records they own move to Unassigned. This can't be undone.

### Act as another user

Admins see a small person-with-arrow icon before each teammate's name (hover: Sign in as and the name).

1. Click the icon. Nexus now shows Home and ownership as that person sees them.
2. A bar reads Acting as and the name.
3. Click Stop in that bar to go back to yourself.

Click a name to open that person's profile.

Open Settings → Access.

The table lists Account, Contact, Deal, Task, and Note. For each one, pick All or Own under View, Edit, and Delete. Changes save immediately. These choices apply to members only; admins can always do everything.

Open Settings → Module settings. The page has these sections:

• Products & Services at the top. To follow: see Products and services.
• Accounts: Account type, Industry, and Lead source lists.
• Contacts: the Contact type list.
• Deals: Deal stages and Deal contact roles. To follow: see Deals.

The sections start closed. Click a section name (for example Accounts) to open it.

### Edit a list

• Add a value: click + next to the list name, type the value, then click the check mark (or press Enter).
• Rename: click the value, change it, then click the check mark.
• Reorder: drag the ≡ handle, or click the up and down arrows.
• Remove: click Remove on that row.

These lists fill the drop-downs on accounts and contacts, such as Account type and Type.

Open Settings → Activity log (admins only). It lists sign-ins, adds, edits, and deletes from the last 90 days. Older activity is removed.

• Columns: User, Activity, When. Sign-ins read Signed in.
• Filter with User and When (Today, This week, This month).
• Click Refresh to load the newest rows.

Open Settings → Issues. It lists bugs and feedback sent with the bug button (see Find your way around).

It loads open issues from GITHUB_ISSUES_REPO (default Daryl11/nexus). A repository whose name is the previous product is refused. The token is fine-grained: Issues read and write, and no Contents. Screenshots are stored in the private Supabase record-files bucket and open in Nexus for signed-in admins.

• Filter with State (Open, Closed, All), Label, and Reporter.
• Click Refresh to reload.
• Admins can open a row to Comment, Close, or Reopen.

Open Settings → Recycle bin.

Deleted records are listed here with Name, Object, and Deleted (the date). They cannot be restored. An empty list says "No deleted records."

Admins open Settings → Help/FAQ (the page title is Help & FAQ) to edit what everyone sees on the Help page.

• Click + on Help articles to add an article.
• Click + on Frequently asked questions to add a question.
• Save to publish for everyone.

Everyone reads these from the ? button in the top bar.

Settings → Email is where you connect Gmail, see the mailboxes you have connected, and choose Sync now for replies. The same block is on your profile. See Email.