Skip to content

Users and Access

Roles

Nufinox has two roles:

Admin

Full access to everything: - Create, edit, and delete employees, clients, tasks, work logs, and invoices - Manage users and their roles - Configure integrations (Asana, Linear, Minimax) - Push invoices to Minimax - Sync tasks from external systems

Member

Read access to most resources, with limited write access: - View all work logs, tasks, clients, and employees - Create, edit, and delete their own work logs only - Cannot create or modify invoices, clients, employees, or tasks - Cannot access Settings

Creating Users

There is no self-registration. Admins create user accounts from the Users page:

  1. Go to Users (admin only)
  2. Click New user
  3. Enter the email address and set a temporary password
  4. Set the role (member or admin)
  5. Optionally link the user to an employee record

The new user can sign in with the temporary password and change it from their profile.

Linking Users to Employees

A user account and an employee record are separate things. Linking them connects the login identity to a person in the org. This matters for:

  • Work log filtering — the "my logs" filter is based on the linked employee
  • Work log permissions — members can only edit logs belonging to their linked employee

To link a user to an employee, edit the user and select the employee from the dropdown.

Changing Your Password

Go to Profile (top-right menu) and use the password change form.

Password Reset

If you forget your password, use the Forgot password? link on the sign-in page. Nufinox sends a password reset email to your registered email address.

API Token

Each user has an API token for MCP access. See Integrations.