Roles & Access
The different user roles in Nabu and what each one can see and do.
User roles
Nabu has five user roles. Each role controls what a user can see and what they can change.
| Role | What they can access |
|---|---|
| Owner | Full access to everything: billing, subscription, all settings, all financial reports, all locations, and user management |
| Admin | Full access except billing. Can manage users, configure setup, and view all financial reports |
| Manager | Can view all financial reports and manage setup (costs, services, providers, etc.). Cannot manage users or access billing |
| Provider | Can view their own performance data only — their appointments and their contribution metrics. Cannot see full financial reports or other providers' data |
| Viewer | Read-only access to financial reports. Cannot edit setup, manage users, or change any data |
Inviting a team member
To invite someone to your Nabu workspace:
- Go to Settings → Users
- Click Invite
- Enter their email address
- Select a role
- Click Send invitation
They'll receive an email with a link to create their Nabu account. Once they accept and sign in, they'll have access based on the role you assigned.
Changing a user's role
- Go to Settings → Users
- Find the team member in the list
- Click the role dropdown next to their name
- Select the new role
The change takes effect immediately — the user doesn't need to log out and back in, but their next page load will reflect the updated permissions.
Removing access
To remove a team member's access:
- Go to Settings → Users
- Find the team member
- Click Remove or Deactivate
A deactivated user cannot log in but their account record is preserved. A removed user is fully off the account. If you're not sure which to use, deactivate — it's reversible.
A note on provider access
The Provider role is designed for clinicians who want to see their own performance data — their appointment volume, their revenue contribution, and their efficiency metrics — without having visibility into the full business financials.
When a provider logs in, they see a personal dashboard scoped to their own records only. They cannot see other providers' data, overall revenue totals, cost breakdowns, or profitability reports.
Frequently asked questions
Can a provider see my financials? No. Providers only see data tied to their own appointments. Full financial reports (revenue, profitability, cost center, forecasting) are only visible to Manager, Admin, and Owner roles.
Can I have different roles for different locations? Multi-location role management — where a user is a Manager at one location and a Viewer at another — is available on higher-tier plans. On standard plans, a user's role applies across all locations in the workspace.
What if I invite someone and they don't accept? The invitation link is valid for 7 days. After that, it expires. Go to Settings → Users to see pending invitations and resend if needed.