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Users and Access

Roles

Nufinox has two roles:

Admin

Full access to everything: - Create, edit, and delete employees, clients, tasks, work logs, PTO entries, expenses, recurring expenses, and invoices - Manage users and their roles - Create, edit, and delete meetings - Configure integrations (Asana, Linear, GitHub, GitLab, Minimax) - Push invoices to Minimax - Sync tasks from external systems - View the Dashboard, job console, and maintenance task console

Member

Read access to most resources, with limited write access: - View work logs, meetings, tasks, clients, employees, PTO, and expenses - Create, edit, and delete their own work logs and PTO entries - Create meetings for their linked employee, and edit or delete meetings where they are the main participant - Edit implementation links on tasks assigned to their linked employee - Download expense invoice archives - Cannot create or modify invoices, clients, employees, expenses, recurring expenses, users, or settings - 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
  4. Set the role (member or admin)
  5. Optionally link the user to an employee record
  6. Save the user

Nufinox generates an initial password and sends the new user an invite email. The user can then sign in and change the password 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
  • Meeting permissions — members can create meetings as their linked employee and edit meetings where that employee is the main participant
  • Task sync — external assignee emails are matched to Nufinox users, then to their linked employees
  • GitHub and GitLab task sync — external assignees are matched using the user's GitHub or GitLab username

To link a user to an employee, edit the user and select the employee from the dropdown. If the user should be matched during GitHub or GitLab task sync, also enter their GitHub or GitLab username.

Changing Your Password

Go to Profile and use the password change form. You must enter your current password, the new password, and confirmation.

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

Admins can generate or regenerate their MCP API token from Settings -> API Token. See Integrations.