Getting started · Chapter 5
Accounts and roles.
Everyone in the house has an account of their own. That is the basis for everything else: approvals, quotas and the state on every poster hang on it. This chapter shows the three roles and the ways people come in, and what you can set on an account.
The three roles
| Role | May |
|---|---|
| Administrator | Everything, the settings included. An administrator has no quota. |
| Approver | Approve, decline and cancel requests. Nothing else. An approver does not see the settings and never gets near your keys for nexcrate, Radarr or Sonarr. |
| User | Browse and request. Whether a request goes through at once depends on the rights of the account. |
The separation is the whole point. Whoever is to help with approving needs no access to your services. On top of these there are child accounts, which always belong to an adult account. They have a chapter of their own: Child accounts.
Exactly one account belongs to the installation, the one from the wizard. It carries the “Owner” badge. How to hand it on is described in the chapter First start.
Inviting someone
New accounts usually come from an invitation. You open “Settings › Users” and choose “Invite someone”. That requires the public address and a mail server to be set up, otherwise Nexview says that invitations are not possible yet. An assistant asks in turn:
- Person
“Who are you inviting?” You enter the e-mail address and choose the role. Child accounts are not created through an invitation.
- Access
“What does the person get access to?” Nexview is always included, the media servers are optional, one or several. With Plex the person signs in with their own account and Nexview shares the libraries with them. With Jellyfin and Emby Nexview creates the account on redemption, with the name and password the person chooses, and only with the libraries you ticked.
- Permissions
“What may this person do?” Everything is pre-filled with the house defaults: quota for movies, series and storage (“Default”, “Custom” or “Unlimited”), “Approve movies right away”, “Approve series right away” and the 4K permissions. Locked boxes say why they are locked.
- Onboarding
If you like, the link shows the house rules. Accepting is not required: whoever declines can still request. You see the decision in the user list.
- Review
“All correct?” sums up what goes out. “Send invitation” sends the link to the address. It is valid for seven days and works once. If the mail did not go out, the link appears right in the assistant and you pass it on yourself, by messenger for instance.
The person opens the link and goes through four steps: “Welcome”, “Name and password”, the house rules if you switched them on, and “Done”. They choose username, display name and password themselves. Not even you learn the password.
Good to knowAn invitation can never grant more than the installation allows. Whether a box can be ticked is decided by the same rules that check again on redemption. Whatever no longer applies by then is left out, and you are told.
Other ways in
- With the media server account. With Plex, Nexview creates an account for every unknown sign-in out of the box. Whoever already has accounts on the server brings them over in one go with “Take over accounts from Plex” (or Jellyfin, Emby). The chapter Connect your media server describes it.
- With a sign-in service. authentik, Keycloak, Microsoft Entra ID and others, see Sign-in and OIDC.
- Child accounts are created by an adult in their own profile under “Children”. Their account needs the permission “May create child accounts” for that.
Editing an account
Under “Settings › Users” all accounts are listed grouped by role, with a group “Child accounts” below. Under each name one line says what applies to the account: role, whether requests go through at once, and the quota. “Edit” opens the settings:
- Role and “Active” or “Disabled”. A disabled account can no longer get in.
- Approval. “Approve movies automatically” and “Approve shows automatically”, separately. For administrators and approvers that is always on anyway. More in the chapter Approvals.
- Quotas for movies, series and storage, with “Reset quota” and “Reset storage”. More in the chapter Quotas and storage.
- Blocked quality profiles per instance when procuring through Radarr and Sonarr. Whoever may not request 2160p does not see the profile in the list.
- Rights per version and, with Radarr and Sonarr, for 4K: “May request 4K movies”, “May request 4K shows”, “4K without approval”.
- “Reset password” sets a new password for the account. Accounts that only come in through the media server say “no password”. If the connection is disconnected there, the door is shut until you set a password.
Signing in with a password requires a confirmed address. For accounts created through an invitation it is confirmed. If the confirmation is missing, the sign-in page offers “Resend confirmation mail” and “Correct address”, so a typo does not lock someone out for good.
Deleting an account
When you delete, the dialogue shows what the account holds. A tick means the title goes to the household stock and the file stays. Without a tick it is deleted through nexcrate or Radarr and Sonarr and lands in their recycle bin if one is set up. Orders that have been started can keep running and then fall to the house, or be cancelled.
Below that comes “Access on the media servers”. Only what a Nexview invitation created is preselected, the account on Jellyfin and Emby or the Plex share. If that fails on one server, the account stays together with its holdings and nothing at all is deleted. An account that manages a server is never deleted by Nexview.
Next comes the question of who may decide what: Approvals.