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Managing people and companies

Settings > Users gathers everything a company administrator needs to keep access up to date: everyone in the companies you administer, in a single list. If you administer several companies, you see all their people together, and each person's card has one block per company.

Only people with the Admin company role see Users. The company's plan and Atomo usage are on the next pages of the same panel, Plan and Atomo: see Review your company's plan and usage.

Find people in the list

Steps

  1. In Nucleo, go to Settings > Users.
  2. To search, click Search and filter above the list and type a name or an email.
  3. To filter, click the plus icon (Add filter) and choose a field:
    1. Company, if you administer more than one company.
    2. Status: Active, Invited or Disabled.
    3. Modules: the people who can open a given module.
  4. Optional: switch a filter between is and is not, for example to list everyone who is not Active.

The count above the list shows how many people match. The list shows 50 people per page; you can change it to 25 or 100 at the bottom of the list.

Read the users list

ColumnWhat it shows
NameThe person's name and email. Your own row carries a You badge.
Role in the company or CompaniesThe company role. With several companies, one badge per company with its role.
ModulesThe modules the person can open, or No modules. A module they don't have doesn't appear in their sidebar or module switcher.
StatusWhether the person can sign in. See the table below.
Last sign-inWhen the person last signed in.
StatusWhat it means
ActiveThe account is in use: the person has signed in or has a password or single sign-on set up.
InvitedThe person hasn't accepted the invitation yet. You can resend it from their card.
DisabledThe account has been deactivated and can't sign in. Contact the Nucleo team if it should be reactivated.

Export the list

Steps

  1. In Nucleo, go to Settings > Users.
  2. Optional: search or filter the list. The export contains only the people shown.
  3. Click More actions, then click People (CSV).

Nucleo downloads nucleo-people.csv with each person's name, email, companies with their company role, modules, status and last sign-in.

Change someone's company role

Steps

  1. In Nucleo, go to Settings > Users.
  2. Click the person's row. Their card opens on the right, with one block per company.
  3. In the block of the company, select the new role in the role menu next to the company name: Admin, Billing or Member.

The change applies immediately and Nucleo confirms Company role updated for <name>.

Give or change access to a module

Steps

  1. In Nucleo, go to Settings > Users and click the person's row.
  2. In the block of the company, do one of the following:
    1. To give access to another module, click Add module and choose the module. The person gets the module's read-only role; change it in the next step if needed.
    2. To change their role in a module, select the new role in the menu next to the module name.

The change applies immediately and Nucleo confirms Role updated for <name> in <module>.

Note
Add module appears only when the company has active modules the person can't open yet.

Revoke access to a module

Steps

  1. In Nucleo, go to Settings > Users and click the person's row.
  2. In the block of the company, click the X next to the module.

Access is removed immediately and Nucleo confirms <name> no longer has access to <module>. The person's other modules aren't affected.

Caution
There's no confirmation step. If you revoke the last module of a person whose company role is Member, they're also removed from the company. People with the Admin or Billing role stay in the company without modules.

Remove someone from a company

Steps

  1. In Nucleo, go to Settings > Users and click the person's row.
  2. In the block of the company, click the trash icon, Remove from followed by the company name.
  3. Read the confirmation: the person will lose every module in that company, and the account stays.
  4. Click Revoke.

Nucleo confirms <name> was removed from the company. The person's account, their history and their access to other companies are kept.

Note
You can't remove the last Admin of a company. Appoint another Admin first.

Resend an invitation

Resend an invitation when it has expired, or when the person can't find the email.

Steps

  1. In Nucleo, go to Settings > Users. Optional: filter on Status is Invited.
  2. Click the person's row.
  3. Click Resend invitation, under the person's status.

Nucleo confirms Invitation resent to <email>. The new email carries a new link, valid for 7 days, which replaces the previous one.

Review your company's plan and usage

The modules your company has, their plans and how much Atomo is used are on two pages of the Settings panel, next to Users. They show the company selected at the top of the sidebar: to review another company you administer, switch to it first.

Steps

  1. In Nucleo, go to Settings > Plan to see each active module with its plan. To ask for a different plan, see See your plan and request a change.
  2. Go to Settings > Atomo. The Usage tab shows the tokens used this month and today, the number of requests this month and the split by module.
  • Under your company's name, at the top of the Settings panel, Nucleo shows how many modules are active, for example 3 active modules.
  • Usage is shown in tokens, the unit AI services count text in. To set a monthly limit, see Atomo settings for your company.
  • Modules can't be switched on or off from Settings: they follow your plan. To add one, contact the Nucleo team.

Considerations for managing access

  • Every change you make here applies to all Nucleo modules at once. Modules learn about it immediately.
  • You can't delete a person's account: you can only remove them from your companies. Their account may still be used for other companies.
  • Company administrators can also open Users from the account menu: click your name at the bottom of the sidebar, then Company settings.

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