Articles on: Setting Up a Team Account

Adding Team Members and Administrators

**Adding Team Members and Administrators**

To add a Team Member to your account, go to the "Contacts Page" listed in the top Navigation bar.

Click the "Add Contact" button in the top right corner.

Add the contact information for your team member. You must include the First Name, Last Name and Email Address.

At the bottom of the contact record, is the option to add either a Contact, a Team Member or a Team Administrator.

Contacts are anyone who is part of a transaction but NOT associated with your team and will never be assigned tasks.

Team Administrators have equal right to that of the owner EXCEPT they cannot add or remove team members. Nor can they change the payment information or upgrade/downgrade/cancel the account. Team Administrators can create properties, complete tasks for other team members and create/edit action plans.

Team Members can be assigned tasks and only see those properties which they are assigned to. They cannot create/edit action plans or add new properties. They can access all contacts associated with the account.

Upon selecting a team member, you will be given the option to assign one or many properties to this new team member. You must use the same role for each property when assigning a brand new team member.

Once you invite a new team member, they will instantly receive an email with a link to create their own profile within Nekst. Team Administrators can instantly begin working within Nekst and Team Members can see those properties/tasks which they have been assigned.

Updated on: 04/11/2023

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