Skip to content
English
Nexus Website
  • There are no suggestions because the search field is empty.

Requester Permissions – Reschedule / Cancel Visits

The Requester Permissions – Reschedule / Cancel Visits feature introduces configurable permissions that allow Admins to control whether Visit Owners can reschedule or cancel visits that are already Confirmed. This capability provides organizations with greater flexibility and governance over confirmed visit changes while ensuring that access is granted only where appropriate. What’s New This release introduces: New Admin-controlled permissions for confirmed visits The ability to grant or revoke Visit Owner access to: Reschedule confirmed visits Cancel confirmed visits Clear separation between Admin authority and Requester actions

Functional Summary

Previously, confirmed visits could not be modified by Requesters or Visit Owners once confirmation was completed.

With this update:

  • Admins can explicitly decide whether Account Managers are allowed to:

    • Reschedule a confirmed visit

    • Cancel a confirmed visit

  • These actions apply only to visits in the “Confirmed” state

  • Permissions are managed centrally and enforced consistently across the platform

Key Capabilities

  • Admin-level control over visit change permissions

  • Support for both reschedule and cancel actions

  • Enforcement based on visit status

  • Clear visibility of allowed actions in the user interface

Requester Permissions – Overview

Requester permissions determine whether an Account Manager can modify a visit after it has been confirmed.

Who Controls These Permissions?

  • Platform Admins

Who Uses These Permissions?

  • Visit Owners

What Do They Apply To?

  • Visits that are in Confirmed status

Rescheduling Visits – How It Works

When reschedule permissions are enabled:

  • The Visit Owner can reschedule a visit that is already confirmed

  • The option to reschedule appears only when:

    • The visit status is Confirmed

    • The Admin has enabled reschedule permission

 

 RL Reschdule 2
 



Cancelling Visits – How It Works

When cancel permissions are enabled:

  • The Visit Owner can cancel a confirmed visit

  • The cancel option is visible only when:

    • The visit status is Confirmed

    • the Admin has granted cancel permissions

 RL Cancel save how to 2



Permission Rules & Conditions

 
 
 

Condition

 

Behavior

 

Visit status is Confirmed

Reschedule / Cancel options may be available

Visit status is not Confirmed

This feature does not apply

Admin permission enabled

Visit Owner can perform the action

Admin permission disabled

Visit Owner cannot perform the action
 
 
 

User Flow – Step-by-Step

For Admins

  1. Configure permissions that allow or restrict Requesters from modifying confirmed visits

  2. Setting>Site>Edit Site>Account Manager Permissions

 
Rl Cancel Save How To

 

  1. Save changes to apply them platform-wide

For Account Managers (Requesters) and Visit Owners

  1. Open a visit that is in Confirmed status

  2. Click on Edit ‘Visit Date’

 
RL Event Visit

 

  1. Select Reschedule date or Cancel (if permitted)

 
RL Select A Visit

 

  1. Click ‘Save’ and Complete the action

  2. Send ‘Reschedule’ or ‘Cancel’ Visit Email

  3. Visit will be ‘Rescheduled’ or ‘Canceled’

 

    FAQs

    Who can reschedule or cancel a confirmed visit?
    Only Account Managers and visit owners who have been granted permission by an Admin.

    Does this apply to all visit statuses?
    No. This applies only to visits in Confirmed status.

    Can Admins revoke this access later?
    Yes. Permissions can be enabled or revoked by Admins at any time.

    Are there any additional approval steps?
    No additional approvals are defined as part of this feature.