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User Statuses

There are several user statuses that determine how much access a user with that status has to KaiNexus:

  • Full Access users are fully functional within KaiNexus. They:

    • Receive notifications

    • Can log in and have full access as determined by their Role(s)

    • Can work on (and be assigned to work on) any item in the system

  • Frontline users have a simpler KaiNexus experience.

    • Their left navigation bar is removed, but they can still use the search bar to look for any items they have permission to access.

    • When they do access such items, they are able to interact with them as any Full Access user with their same permissions could. They can also be added to the team of any item in any role.

    • They can create any items for which they have the correct Roles.

    • They cannot create or own Boards, and cannot edit or clone Cards.

    • They cannot save custom lists.

    • They can only be granted certain Roles - your Customer Experience Lead will work with you to get this set up the way you want.

    • They can only access certain Boards - your Customer Experience Lead will work with you on this as well.

  • Incident users, available with the Incident module, can log into the system like a Full Access user, but they can only submit Incidents and see Incidents that they submitted or for which they are Followers:

    • They're immediately taken to a list of Items rather than a Board upon logging in.

    • They cannot access the Boards, Calendar, Reports, or Admin sections. They can only work with their Items.

    • They can only be a part of the Incident's team as the Author or as a Follower.

    • They can only edit comments, files, and links on an Incident. 

  • Capture users have a simple KaiNexus experience, similar to Frontline users.

    • They can log in via a desktop, the mobile app, and kiosk.

    • Logging in via desktop will give the same UI as the kiosk.

    • They can’t access Boards.

    • They can’t access any Lists or view the details of any Items.

    • They do not receive any Item-based notifications or flags.

    • They can submit Items via Email.

    • They can’t submit Items as Drafts.

    • They do not get any digest notifications or subscriptions.

  • Offline users are often in this status temporarily during the setup process; they are also used if a person will never need to log in but deserves credit for their improvement work.

    • They receive no emails from KaiNexus.

    • They cannot log into the system.

    • They can be added to any Item’s team.

  • Wallboard users, available with the Wallboard module, are essentially "Read-Only" users. 

    • Their left navigation bar is removed, but they can still use the search bar to look for any items they have permission to access.

    • They cannot access the user menu at the top right corner of the page - that means the Wallboard cannot be logged out of the system by a passerby.

    • They cannot submit anything or make any changes to existing items, including liking, acknowledging, bookmarking, or commenting.

    • They cannot be part of any item’s team, even as a Follower.

    • Their “user profiles” have limited options - they can only be given a username, name, physical location, Network Location(s), and Role(s). They also can’t be awarded - manually or automatically - any Badges.

    • They can’t have an email address, so they won’t get any email notifications. They also will not see any internal notifications or have an  Updates & Notifications window.

    • They can’t edit or alter Cards in any way apart from refreshing them.

    • They cannot download any files or share any items.

    • They cannot create or own Boards, and cannot edit or clone Cards.

    • They cannot save custom lists.

    • They can only be granted certain Roles - your Customer Experience Lead will work with you to get this set up the way you want.

    • They can only access certain Boards - your Customer Experience Lead will work with you on this as well.

  • Kiosk users, available with the Kiosk module, can only access the submission screen from a device. They:

    • They cannot access any other part of the app.

    • They cannot be added to any teams. When a Full Access, Frontline, Incident, or Capture user submits an Item via the Kiosk, they will be listed on the team - not the Kiosk User. 

    • There are unlimited concurrent sessions per Kiosk User - that means you can have however many kiosks as you need running at once with just one Kiosk User. 

    • A Kiosk User's session will not time out. To sign out, you will need to manually sign out from the system. 

  • Setup users, too, are often in that status temporarily.

    • Receive no emails from KaiNexus

    • Cannot log into the system

    • Cannot be added to any item's team

  • Inactive users are typically a placeholder for people who have left the organization. Inactivating a user allows you to maintain a record of the Improvement work they participated in but prevents them from accessing the system again. Like Setup users, they:

    • Receive no emails from KaiNexus

    • Cannot log into the system

    • Cannot be added to any item's team

 

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